Strategy performance
SageOne Mid and Small Cap
Sageone Investment Managers LLP · AUM ₹4,297 Cr · as of Sep 2026
Our read
₹100 grew to ₹278.4 since inception (+19.8% CAGR), with a max drawdown of −23.4%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+16.6%
Since inception
+19.8%
Max drawdown
−23.4%
Volatility
+19.5%
Peer position
Loading peer ranks…
Performance
SageOne Mid and Small Cap₹278.4Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −8.3% | +3.3% | −9.8% | +14.1% | +3.5% | +4.4% | −2.1% | +3.6% | −4.1% | +2.6% | |||
| 2025 | −6.9% | −10.8% | +7.6% | +0.6% | +8.2% | +5.3% | −1.3% | −1.8% | +0.6% | +6.9% | −0.8% | −0.6% | +5.3% |
| 2024 | +4.7% | +0.3% | +0.8% | +10.4% | +0.2% | +10.2% | +2.6% | +2.1% | +4.5% | −5.8% | +0.1% | −2.2% | +30.2% |
| 2023 | +0.1% | −0.8% | −2.1% | +6.7% | +3.0% | +5.0% | +10.3% | +6.2% | +2.9% | −4.3% | +11.4% | +5.8% | +52.5% |
| 2022 | −4.2% | −7.5% | +6.0% | −0.2% | −6.8% | −9.6% | +8.4% | +3.3% | −3.5% | +0.7% | −0.8% | −4.9% | −18.9% |
| 2021 | +10.0% | +2.9% | +6.8% | +6.8% | +8.7% | +6.5% | +1.6% | +4.3% | −4.4% | −0.8% | +6.6% | +60.2% |
Metrics
Tearsheet- 1M return
- −4.1%
- 3M return
- −2.7%
- 6M return
- +19.9%
- 1Y return
- +8.2%
- 2Y CAGR
- −0.2%
- 3Y CAGR
- +16.6%
- 5Y CAGR
- +12.0%
- Since-inception CAGR
- +19.8%
- Total return
- +178.4%
- Average month
- +1.7%
- Median month
- +1.9%
- Average up month
- +5.1%
- Best month
- +14.1%
- Best rolling 12M
- +75.4%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
SageOne Mid and Small Cap performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has SageOne Mid and Small Cap performed?
- SageOne Mid and Small Cap (Sageone Investment Managers LLP) shows CAGR 19.81% and max drawdown -23.39% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is SageOne Mid and Small Cap CAGR / max drawdown?
- CAGR is 19.81%; max drawdown is -23.39%. We only publish CAGR when there are enough months (≥12 on this track of 68 months). Learn more
- Where do SageOne Mid and Small Cap returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite SageOne Mid and Small Cap?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more