SageOne AIF offers investors access to specialised investment strategies beyond traditional mutual funds.

These funds are structured under AIF regulations of SEBI and focus on high-growth opportunities in equity, private credit, and real estate.

SageOne Alternative Investment Funds are designed for high-net-worth individuals seeking long-term capital appreciation and diversification.

With strong research backing and sectoral expertise, this Fund aims to deliver consistent returns by identifying emerging trends and quality businesses.

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

SageOne AIF - Company Overview

Category

AIF

Organization Type

Private

Head Office

Pune, Maharastra

Founder

SAMIT VARTAK

Founded In (year)

2013

SageOne Alternative Investment Funds Performance or Returns

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%


Best Strategies by SageOne Alternative Investment Funds

Check out various strategies or Investment approaches provided by SageOne AIF.

Strategy Name Flagship Growth 2 Fund SageOne India Growth OE Fund
Start Date Sunday, August 15, 2021 Sunday, October 6, 2024
Category CAT III – LONG ONLY CAT III – LONG ONLY
Benchmark Nifty 50 S&P BSE 500
AUM (Rs.) Rs.1040 Cr. Rs.280 Cr.
No. of Stocks Not Disclosed Not Disclosed
1 Yr. Return -3.30% NA
3 Yr. Return 16.02% NA
5 Yr. Return 34.82% NA
Fund Manager Mr. Samit Vartak Not Disclosed

Top Fund Managers of SageOne AIF

#1

Mr. Samit Vartak

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Investment Facilities provide by SageOne Alternate Investment Funds

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

SageOne Alternative Investment Support

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 Link

Web Platform


SageOne AIF Review or Ratings by Finec.in

Overall Rating

7.24 / 10

Portfolio Performance

7.20 / 10

Support

7.38 / 10

Facilities

7.13 / 10

Charges

7.06 / 10

Experience

7.42 / 10

SageOne Alternative Investment Funds - SEBI Details

SEBI Reg. No.

INP000006943

Contact Person

Alok Nagpurkar

Telephone No.

020-6627-9638

Address

Bunglow 56, Cloud 9,, NIBM Road, Kondhwa,PUNE, MAHARASHTRA, 411048

Starting Date

Nov 22, 2019

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SageOne AIF - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.1 Crore

Documents required to Invest with SageOne Alternate Funds

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of SageOne AIF

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