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SageOne AIF is a premium investment vehicle designed for sophisticated investors seeking to diversify beyond traditional equity and debt markets.

Managed by SageOne AMC, a trusted name in the Indian financial services sector, this fund caters to High Net-Worth Individuals (HNIs) and institutional investors.

The SageOne Alternative Investment Fund aims to deliver superior risk-adjusted returns by investing in non-traditional assets such as private equity, pre-IPO companies, high-yield debt, and structured products.

This investment strategy leverages deep research capabilities, sector expertise, and long-term value-driven approach.

In summary, SageOne Alternative Investment products are ideal for investors looking to enhance portfolio diversification, access exclusive deals, and potentially generate higher returns with professional risk management.

SageOne AIF - Business Summary

Total AUM

Rs.4368.31 Cr.

Avg. 1 Year Return

-3.30%

Active Clients

1026

No. of Strategies

2

Minimum Investment

Rs.1 Crore

Experience

6 Years

Compounded Annual Returns of SageOne Alternative Investment Fund

1 Year

-3.30%

Nifty 50 - 1 Year

9.02%

3 Year

16.02%

Nifty 50 - 3 Year

27.34%

5 Year

34.82%

Nifty 50 - 5 Year

22.60%

SageOne AIF Charges or Fees

Fixed Fees

No Fixed Fees

Variable AMC

1% of Fund Value

Variable Profit Sharing

12% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


SageOne AIF Strategies or Investment Approach

Strategy AUM 1 Year Return
Sageone Flagship Growth 2 Fund AIF Strategy
Rs.1040 Cr.
-3.30%
Sageone India Growth Oe Fund AIF Strategy
Rs.280 Cr.
NA

Top Fund Managers of SageOne Alternative Investment

#1

Mr. Samit Vartak

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Investment Solutions offered by SageOne Investment Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

Support provided by SageOne Alternative Investment

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 5 Working days

SageOne AIF Dashboard or Backoffice Platform

Web Platform


SageOne Alterntive Investment Fund - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.1 Crore

Documents required to Invest in SageOne AIF

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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SageOne Alternative Investment Manger - SEBI Details

SEBI Reg. No.

INP000004946

Contact Person

Basant Maheshwari

Email ID

support@basantmaheshwariinvesting.com

Telephone No.

8591866511

Address

Office No. 701, 7th Floor, Plot - 211, Dalamal Tower, Free Press Journal Marg, Nariman Point, Mumbai - 400021

Starting Date

Jan 18, 1992

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