PMS · Equity · Large & Mid Cap
SageOne Large and Midcap Portfolio
Fund size₹210 Cr
Alpha (3Y)6.06%
3Y return18.50%
Fund age3 yrs
From the research desk
Compounders with a tactical edge.
SageOne Large and MidCap Portfolio is SageOne Investment Managers' PMS strategy that finds great Indian businesses and backs them heavily, preferring a few high conviction ideas over spreading thin across many. Stocks are sourced from the top 200 companies by market capitalisation and evaluated on size of opportunity, market share gains, management quality and earnings growth.
A defined split between two sleeves
Runs a roughly 70% Compounders sleeve, high quality businesses targeted to double earnings in about 4.5 years and bought near fair value, alongside a 30% Tactical Ideas sleeve for businesses in transition, with strong tactical ideas able to graduate into compounders.
Built for a domestic demand driven market
Positioned for a market where domestic consumption and credit currently offer stronger earnings visibility, letting Compounders and Tactical Ideas capture both steady growth and shorter term re-rating rather than one single style.
A four factor Magic Quadrant, not a single score
Every company is scored across opportunity size, market share gains, management quality and capital efficiency, and earnings aggression, with the "sweet spot" at their intersection driving portfolio weighting, not a single composite number.
Fund Managers
Kshitij Kaji
Senior Research Analyst, SageOne
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 Charterholder, Accountant Technician from ICAI and Masters of Commerce in Management from Mumbai University
Managing AUM₹210 Cr
Satish Kothari
Senior Vice President – Research And Investments, SageOne
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 Charterholder, MBA (Symbiosis) and a commerce graduate from St Xaviers College, Kolkata
Managing AUM₹210 Cr
Growth of₹Cr
SageOne Large and Midcap
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| SageOne Large and Midcap | 4.25% | 4.90% | 1.80% | 18.50% | — | 16.60% |
| Nifty 500 | −1.02% | 4.70% | −0.10% | 12.10% | — | 11.40% |
| Excess over benchmark | 5.27% | 0.20% | 1.90% | 6.40% | — | 5.20% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
17.07%
Benchmark approx 14.81%
A standard deviation reflecting historical swings.
Sensitivity
1.05
Beta vs benchmark 1.00 · 5% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.81
Sharpe
Excess return gained per unit of volatility.
Capture ratio
120 / 91
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −19.68% from its 26 Sep 2024 peak to a 28 Feb 2025 trough, and recovered on 16 Oct 2025 after 230 days.
Max drawdowns
−19.68%
Recovery period
230 days
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 26 Sep 2024 | 28 Feb 2025 | −19.68% | 155 days | 16 Oct 2025 | 230 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak26 Sep 2024
Trough28 Feb 2025
Depth−19.68%
Fell over155 days
Recovered16 Oct 2025
Recovery took230 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
24
P/E ratio
40.00
P/B ratio
7.70
Dividend yield
0.50%
Avg market cap
₹1.45 L Cr
Asset class
Equity
Market cap
Large cap67.00%
Mid cap33.00%
Small cap
Cash & others
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · SimpleFixed Management Fee2.00% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Performance LinkedFixed Management FeeNone
Performance Fee20% of profit
Hurdle RateAbove 8%
No exit load. Lock-in: Nil.
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