Discover PMS That Maximise Your Wealth

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Benchmark
NIFTY 50 Total Return Index
Inception
1 February 2013
Min. Investment
10,00,00,000
AUM (₹ Cr)
4862.15
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

15.60%

45.32%

62.34%

52.52%

49.21%

34.38%

SageOne - Core Portfolio
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
1 January 2017
Min. Investment
2,00,00,000
AUM (₹ Cr)
2975
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

11.42%

35.03%

37.21%

27.05%

21.76%

19.33%

Benchmark
S&P BSE 500 Total Return Index
Inception
30 October 2023
Min. Investment
50,00,000
AUM (₹ Cr)
173.39
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

11.21%

7.94%

29.66%

NA NA

17.65%

Benchmark
NIFTY 50 Index
Inception
31 December 2019
Min. Investment
50,00,000
AUM (₹ Cr)
1.45
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

10.27%

2.21%

33.66%

NA

NA

39.77%

Benchmark
S&P BSE 500 Total Return Index
Inception
17 September 2020
Min. Investment
50,00,000
AUM (₹ Cr)
1666.37
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

9.64%

7.37%

15.93%

17.66%

10.61%

11.85%

Benchmark
NIFTY 50 Total Return Index
Inception
18 May 2020
Min. Investment
50,00,000
AUM (₹ Cr)
4.78
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

9.22%

11.44%

31.63%

14.99%

NA

29.48%

Benchmark
S&P BSE 500 Total Return Index
Inception
17 February 2016
Min. Investment
50,00,000
AUM (₹ Cr)
253.53
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

9.02%

10.33%

5.89%

16.16%

6.75%

15.03%

Benchmark
S&P BSE 500 Total Return Index
Inception
30 August 2019
Min. Investment
50,00,000
AUM (₹ Cr)
625.53
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

8.94%

24.83%

33.76%

32.29%

NA

24.91%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 April 2023
Min. Investment
NA
AUM (₹ Cr)
16.47
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

8.77%

3.13%

26.81%

17.88%

NA

16.38%

Benchmark
S&P BSE 500 Total Return Index
Inception
3 March 2021
Min. Investment
50,00,000
AUM (₹ Cr)
196.92
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

8.74%

4.26%

12.85%

15.60%

NA

10.48%