scorecardresearch
Business Today
Subscribe
PMS Today US News India UPSTART Weather BT Shorts NRI Education Election
BT Golf BT Mindrush BT Best Banks
Clear all
Search

COMPANIES

No Data Found

NEWS

No Data Found
Sign in Subscribe
events
Special
  • BT tech today
  • BT 500 wealth creators summit
  • Economic Indicators
News
PMS
AMC
SageOne Investment Advisors LLP

Feedback
SageOne Investment Advisors LLP

SageOne Investment Advisors LLP

  • Share
  • Whatsapp
  • Twitter
  • Facebook
AUM ₹ 4,034.13 Cr (As on Feb, 2025)
No. of schemes 1
Powered by
About SageOne Investment Advisors LLP

SageOne Investment Advisors LLP manages assets worth Rs 4034.13 crores. Its current offering of PMS schemes includes 1 Large And Mid Cap scheme.

Portfolio MANAGERS

Satish Kothari
Satish Kothari
  • Schemes managed 1
  • Total AUM ₹125.00 Cr
  • Highest return in 1 year +7.70 %
Profile

18 years of rich experience & expertise in financial markets across sell side and buy side research - Deep understanding of BFSI, Consumer sectors and built a strong network of channel checks Managed money for a large family office during his proprietary stint CFA Charter holder, MBA (Symbiosis) and a commerce graduate from St Xavier's College, Kolkata

Kshitij Kaji
Kshitij Kaji
  • Schemes managed 1
  • Total AUM ₹125.00 Cr
  • Highest return in 1 year +7.70 %
Profile

9 years experience in equity research on the sell-side and buy-side Enjoys identifying mega trends, focusing on softer qualitative aspects and behavioral finance Preference has always been towards identifying larger mid-caps which can be future large caps CFA Charter holder, Accountant Technician from ICAI and Masters of Commerce in Management from Mumbai University.

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24
view more

AMC Details

Address
Bunglow 56, Cloud 9,Nibm Road, Kondhwa,Pune,Maharashtra,India-411048
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber? Login

CALCULATORS

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

BT TV

Shankar Sharma: 'Let Them Suffer'— A Stern Warning For New Investors In A Downturn 2:59 Shankar Sharma: 'Let Them Suffer'— A Stern Warning For New Investors In A Downturn
Navneet Munot: Short-Term Moves Are Unpredictable, But Long-Term Investors Will Gain 1:48 Navneet Munot: Short-Term Moves Are Unpredictable, But Long-Term Investors Will Gain
Jamie Dimon On Remote Work: Why WFH Doesn’t Work For JPMorgan 5:37 Jamie Dimon On Remote Work: Why WFH Doesn’t Work For JPMorgan
Investing In Adani Group: Expert Reveals The Most Promising Stock For Long-Term Growth 1:21 Investing In Adani Group: Expert Reveals The Most Promising Stock For Long-Term Growth
Top Expert Analyses The Potential Recessionary Impact Of US President Trump's Trade War 1:29 Top Expert Analyses The Potential Recessionary Impact Of US President Trump's Trade War
View more

PMS Schemes

1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Compare
Large and Midcap Portfolio
AUM (₹ Cr)
125
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
LARGE AND MID CAP
Category Rank
8 Out of 16
Fixed Fee
1.25% Or 1.75%
Scheme Return
-6.80%
Benchmark Return
-3.43%
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
Large and Midcap Portfolio
8Out of 1
-6.80%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
125.00
8.00%
1.25% Or 1.75%
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by SageOne Investment Advisors LLP ?
The total AUM managed by SageOne Investment Advisors LLP is ₹4034.13 crores
What is the total number of schemes managed by SageOne Investment Advisors LLP ?
The total number of schemes managed by SageOne Investment Advisors LLP is 1
What is the best performing PMS scheme of SageOne Investment Advisors LLP in 1 year ?
The best performing PMS scheme of SageOne Investment Advisors LLP in 1 year is Large and Midcap Portfolio.
What is the best performing PMS scheme of SageOne Investment Advisors LLP in 3 years?
The best performing PMS scheme of SageOne Investment Advisors LLP in 3 years is Large and Midcap Portfolio

Top Stories

Other AMCs

SBI Funds Management Pvt Ltd
AUM (₹ cr)
1519268.08
No. of schemes
2
Nippon Life India Asset Management Ltd
AUM (₹ cr)
78828.32
No. of schemes
4
Enam Asset Management Co Pvt Ltd
AUM (₹ cr)
39839.22
No. of schemes
0
360 ONE Asset Management
AUM (₹ cr)
28953.25
No. of schemes
2
ICICI Prudential AMC Ltd
AUM (₹ cr)
20306.44
No. of schemes
7
view more
Advertisement