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Large and Midcap Portfolio
Large and Midcap Portfolio

Large and Midcap Portfolio

  • SageOne Investment Advisors LLP
  • Mid AND Large Cap
  • 3
    Out of 11*
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Portfolio age3 years, 8 months
4.2%
4.3%
Hurdle Rate**8.00%
Fixed fee1.75%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (2%)
Allocation by Market Cap
Small Cap (0%)
Mid Cap (37%)
Large Cap (61%)
Sector Holdings
  • BFSI29%
  • Consumer19%
  • Auto15%
  • Telecom11%
  • Pharma8%
Stock Holdings
  • Bharti Airtel Ltd%
  • Trent Ltd%
  • Tata Communications Ltd%
  • Tube Investments of India Ltd%
  • HDFC Bank%

bt_logoPORTFOLIO MANAGERS

Satish Kothari , CFA
  • Manager Rank3 Out of 11
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM198
  • Highest Return In 1 Yr8.9%
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

Other Schemes
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Large and Midcap Portfolio
AUM (₹ Cr)
₹198.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Mid AND Large Cap
Category Rank
4 Out of 20
Fixed Fee
1.75%
Scheme Return
4.2%
Benchmark Return
4.3%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
198
(As on Oct, 2025)
Inception Date
Apr 01, 2022
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
1.75%
Variable Fee
No Option
Hurdle Rate
8.00%
Profit Sharing
20% Sharing above 8% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

To invest in high growth businesses with strong corporate governance and earnings predictability with ability to generate more than 16-18% CAGR earnings growth over the medium to long term period and avaialable at reasonable valuations

Investment Approach

Bottoms-up investment approach of identifying high growth and sustainable businesses - 2 baskets = Compounder (70% of portfolio targeting 2x Earnings growth in ~4.5 years) and Tactical (30% of portfolio targeting Companies/Industries undergoing a transition where earnings growth + re-rating possible within 18-24 months)

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Large and Midcap Portfolio
AUM (₹ Cr)
₹198.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 20
Fixed Fee
1.75%
Scheme Return
4.2%
Benchmark Return
4.3%
Samvitti - PMS Long Term Growth
AUM (₹ Cr)
₹185.28 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 20
Fixed Fee
2.50%
Scheme Return
5.88%
Benchmark Return
4.27%
Geojit - Freedom Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 20
Fixed Fee
3%
Scheme Return
5.77%
Benchmark Return
4.62%
Growth Fund
AUM (₹ Cr)
₹21.14 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 20
Fixed Fee
2.50%
Scheme Return
4.36%
Benchmark Return
4.27%
Shriram LEAPS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 20
Fixed Fee
No Option
Scheme Return
4.12%
Benchmark Return
4.62%
Concept Investwell - Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 20
Fixed Fee
2.25%
Scheme Return
4.08%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

SageOne Investment Advisors LLP
SageOne Investment Advisors LLP manages assets worth Rs 5247.48 crores. Its current offering of PMS schemes includes 1 Mid And Large Cap and 1 Small Cap schemes.

AUM (₹ cr)

5,247.48 (As on Oct, 2025)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
Large and Midcap Portfolio
AUM (₹ Cr)
₹198.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Mid AND Large Cap
Category Rank
4 Out of 20
Fixed Fee
1.75%
Scheme Return
4.2%
Benchmark Return
4.3%
SageOne - Small Cap Portfolio
AUM (₹ Cr)
₹1,120.00 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
16 Out of 28
Fixed Fee
No Option
Scheme Return
2.7%
Benchmark Return
4.3%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Large and Midcap Portfolio?
The hurdle rate of Large and Midcap Portfolio is 8.00%.
What is the fixed fee charged in Large and Midcap Portfolio ?
The fixed fee charged in Large and Midcap Portfolio is 1.75%.
What is the variable fee charged in Large and Midcap Portfolio ?
There is no option for Variable fee.
What is the profit sharing in Large and Midcap Portfolio ?
The profit sharing in Large and Midcap Portfolio is 20% Sharing above 8% Hurdle.
What is the minimum investment in Large and Midcap Portfolio ?
The minimum investment in Large and Midcap Portfolio is ₹50 Lacs
What type of scheme is Large and Midcap Portfolio?
Large and Midcap Portfolio is an Equity scheme. It falls in the Mid AND Large Cap category.
What is the inception date of Large and Midcap Portfolio?
The inception date of Large and Midcap Portfolio is Apr 01, 2022.
What is the exit load of Large and Midcap Portfolio?
Exit load is 0%

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