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SageOne Flagship Growth 1 AIF

Scheme Rating

IME Scheme Rating

4 of 5 stars

Can be considered for Investing: On the back of Samit Vartak’s pedigree in small & mid-cap investing, and the demonstrated track record of their PMS strategies.

IME Strategy Rating

4 of 5 stars

Concentrated mid-to-micro strategy: Sageone Flagship Growth AIF is a mix of their “Core (66%)” and “Small & Microcap strategies (34%)”, that invest in high-quality high-growth businesses in the mid, small & micro-cap space. The market-cap focus is between 500 – 40,000 cr.

PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).

IME View on SageOne Flagship Growth 1 AIF

Type: Mid & Smallcap | GARP | AUM ( cr) | Inc Date (1 Aug 2019)

Trailing Performance

1yr 3yr 5yr Since Inception
SageOne Flagship Growth 1 AIF
S&P BSE 500 TRI
Alpha over Broad Mkt BM
Nifty Midcap 150
Alpha over Category BM

Performance as of: 30-Dec-99 | Inception Date: 01-Aug-19

Fund Managers

Samit Vartak | 4-star rated FM

Founder & CIO | 26 yrs Experience | 13 yrs at current firm

Past Experience: Axis PE (VP), Ernst & Young (Associate Director)

Samit is the Founding Partner & CIO of SageOne. He has experience in Private Equity (at Axis PE Fund) and Corporate Strategy, Investment Banking and Business Valuations in the US (at E&Y and Deloitte).

Fee Structure

Fee StructureFee
Fixed Fee Structure2.25
Variable Fee Structures1% + 12% over 10% hurdle
Exit Fees

AMC

AMC: SageOne PMS (click link for detailed AMC review)

Small & Mid-cap Specialist AMC with a strong track: SageOne has a clear investment philosophy that focuses on investing in fast growth & high-quality businesses for the long run. Their CIO Samit Vartak has developed his investment credentials at SageOne, and with close to a decade's track record he may now be considered a seasoned investor. Supported by a strong research team and a strong philosophy, SageOne PMS is a good AMC for investors seeking mid & small-cap exposures.

AMC Rating

4 of 5 stars

AMC Pedigree

4 of 5 stars

AMC Size

4 of 5 stars

Team Pedigree

4 of 5 stars

Inv Philosophy

5 of 5 stars

Performance

4 of 5 stars

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Note: PMS AMC & Scheme Reviews and Ratings are based on IME Capital’s Proprietary Review and Rating Methodology (read more here: AMC Rating & Scheme Ratings). These reflect the unbiased views of our central research team, based on our assessment of the investment value of these PMS/AIF strategies for our investors. We follow a highly stringent rating-criteria, where approximately 50% of PMS AMC’s & strategies would be rated 2-star or below (this is not meant to indicate that these funds are not investment-worthy, but that they do not currently fulfill the requirements we focus on for recommending funds to our investors — based on our internal views on the merit of the AMC/strategy relative to peers). Reviews & Ratings are primarily based on research of publicly available information (SEBI disclosures, PMS websites, PMS-aggregation platforms, webinar recording, media interviews etc.) and no explicit consent is required from AMCs for the same. While we endeavour to do further due-diligence via direct interactions with the investment teams of AMCs, this is typically restricted to AMC’s that meet our foundational fund selection criteria (reviews on lower-rated AMCs are often based solely on publicly available information). The views reflected in our Reviews & Ratings, are our independent views and may not be shared by the AMC’s and the investment teams. Please read detailed disclaimer for more.

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