PMS Company
SageOne Investment Managers
High-quality, high-growth small/mid-cap businesses with strong competitive moats.
- Strategies
- 1
- Fund managers
- 1
- SEBI registration
- Verify on the SEBI Portfolio Managers list
- Official website
- Visit ↗
Overview
SageOne Investment Managers runs 1 portfolio management strategy in our database, spanning 1 category (Mid & Small Cap). Its SageOne Small Cap Portfolio (SSP) strategy has a three-year annualised return of +12.21%. High-quality, high-growth small/mid-cap businesses with strong competitive moats. All figures are sourced from public disclosures and dated; PMS in India carries a ₹50 lakh minimum and market risk.
Ranked by 3-year CAGR among this company's strategies with at least 3 years of history. Not an investment recommendation.
Samit Vartak · Mid & Small Cap · Benchmark S&P BSE 500 TRI
1Y
+13.49%
3Y CAGR
+12.21%
5Y CAGR
+11.24%
As of 31 August 2026 · Source: PMS AIF World
Fund managers
Strategies
| Strategy | Manager | Category | 1Y | 3Y CAGR | 5Y CAGR | As of |
|---|---|---|---|---|---|---|
| SageOne Small Cap Portfolio (SSP) | Samit Vartak | Mid & Small Cap | +13.49% | +12.21% | +11.24% | 31 August 2026 |
Returns ≤1 year are absolute; multi-year returns are annualised (CAGR). Data as of each row's date. Past performance is not indicative of future results.
Frequently asked questions
How many PMS strategies does SageOne Investment Managers offer?
We track 1 SageOne Investment Managers strategy across Mid & Small Cap. You can see each one, with returns and the fund manager, in the table on this page.
Which SageOne Investment Managers strategy has performed best?
By three-year annualised return in our dataset, SageOne Small Cap Portfolio (SSP) leads with +12.21% (as of 31 August 2026). This is a factual ranking of reported returns, not a recommendation — past performance is not indicative of future results.
What is the minimum investment for SageOne Investment Managers PMS?
As with every Portfolio Management Service in India, SEBI mandates a minimum investment of ₹50 lakh.
Is SageOne Investment Managers PMS registered with SEBI?
Portfolio Managers in India must be registered with SEBI. You can verify SageOne Investment Managers's current registration on the official SEBI list of registered Portfolio Managers linked on this page.
Disclosure. Past performance is not indicative of future results. PMS investments are subject to market risks. This information is for research and education only and is not investment advice or a recommendation. Verify current details on SageOne Investment Managers's official website and the SEBI list of registered Portfolio Managers.
All PMS strategies