Affluense AI AFFLUENSE

Large and Midcap Portfolio

SageOne Investment Managers LLP
PMS Mid & Large Cap
Benchmark
S&P BSE 500 TRI
Inception Date
1 April 2022
Min. Investment
₹50,00,000
AUM (Cr.)
₹200.00
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

The investment strategy employs a bottom-up methodology to identify companies exhibiting robust growth prospects and enduring business models. This strategy is structured into two distinct portfolios: * **Compounder Basket:** Constituting 70% of the overall portfolio, this segment focuses on businesses with the potential to achieve a doubling of earnings within approximately 4.5 years. * **Tactical Basket:** Representing 30% of the portfolio, this segment targets companies or industries undergoing significant transitions, with the objective of capitalizing on earnings growth and valuation re-rating opportunities within an 18-24 month timeframe.

Investment Objective

To participate in high-potential enterprises characterized by robust corporate governance, predictable earnings trajectories, and the capacity to achieve compounding annual growth rates (CAGR) in earnings exceeding 16-18% over the medium to long term, all while being accessible at attractive valuations.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.49% -0.24% -2.25%
3 MONTHS 1.04% 5.02% -3.98%
6 MONTHS -1.23% 1.63% -2.86%
1 YEAR 6.54% 7.63% -1.09%
2 YEAR 17.14% 11.64% 5.50%
3 YEAR 23.69% 16.40% 7.29%
SINCE INCEPTION 22.81% 16.31% 6.50%

Calendar Year Performance

Year Return
CY 2025 6.54%
CY 2024 28.90%

Financial Year Performance

Year Return
FY 26_YTD 11.35%
FY 25 14.90%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

With 18 years of comprehensive experience in financial markets, encompassing both sell-side and buy-side research, the individual possesses a profound understanding of the BFSI and Consumer sectors. This expertise is further complemented by an established network of industry contacts and direct engagement. During a prior proprietary trading period, the individual effectively managed assets for a substantial family office. Academic qualifications include CFA Charter, an MBA from Symbiosis, and a Bachelor of Commerce from St. Xavier's College, Kolkata.

Possesses nine years of comprehensive experience in equity research, spanning both sell-side and buy-side institutions. Demonstrates a keen aptitude for identifying significant market trends, with a particular emphasis on qualitative analysis and behavioral finance principles. A consistent preference has been shown for identifying mid-cap companies with the potential to evolve into large-cap entities. Holds the Chartered Financial Analyst (CFA) designation, is an Accountant Technician from the Institute of Chartered Accountants of India (ICAI), and holds a Master of Commerce in Management from Mumbai University.

Portfolio Details

Portfolio Composition

Large Cap
58.00%
Mid Cap
37.00%
Small Cap
0.00%
Cash & Equivalent
5.00%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • BFSI 29.70%
  • Consumer 17.50%
  • Auto 13.70%
  • Telecom 10.50%
  • Pharma 7.50%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
78.90%
average market cap
123000
portfolio age
3 Yrs, 8 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 1.75%

Variable Fee

AMC: No Option

Hurdle: 8.00%

Profit Sharing: 20% Sharing above 8% Hurdle

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)