SageOne PMS Logo

SageOne Flagship Growth 2 Fund AIF Strategy is a CAT III – LONG ONLY Alternative Investment Fund with a focused equity investment approach.

It follows the benchmark Nifty 50 and has delivered a 1-year return of -3.30%. The strategy emphasises investing in high-quality businesses with long-term growth potential.

The total AUM of the fund stands at Rs.1040 Crore, reflecting strong investor confidence.

The SageOne Flagship Growth 2 Fund AIF Investment Approach aims to generate sustainable returns by identifying businesses led by visionary founders.

This disciplined, research-driven strategy aligns with SageOne’s philosophy of quality and conviction-based investing.

SageOne Flagship Growth 2 Fund AIF Strategy or Investment Approach - AIF Details

Strategy Name

Flagship Growth 2 Fund

Start Date

15 August 2021

Category

CAT III - LONG ONLY

Benchmark

Nifty 50

AUM (Rs.)

Rs.1040 Cr.

Min. Investment

Rs.1 Crore

Fund Manager

Mr. Samit Vartak

1 Yr. Return

-3.30%

3 Yr. Return

16.02%

5 Yr. Return

34.82%

SageOne Flagship Growth 2 Fund Alternative Investment Fund - Fund Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

3 Yrs, 8 Months

SIP

Available

STP

Available

Average Market Cap

Not Disclosed

SageOne Flagship Growth 2 Fund AIF Strategy - Cost or Charges

Fixed Fees

NA

Variable AMC

1.0% 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 Flagship Growth 2 Fund AIF Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

Check out Business Opportunities with Similar Brands

SageOne Flagship Growth 2 Fund Alternative Investment Fund Strategy - Top 5 Sectors

Consumer Services

Not Disclosed

Engineering

Not Disclosed

Pharma, API & Chemical

Not Disclosed

Sugar

Not Disclosed

Equity MF FUND

Not Disclosed

Customer ratings and reviews of SageOne Flagship Growth 2 Fund AIF Strategy

Double your Investment in 3 YearsInvest in AIF