Samit Vartak's Sage One Fund says Trent is a high conviction buy with the highest weight of 8% in portfolio. Top 10 stocks in the portfolio gave 54% to 238% YoY return. the Fund held only 10% in PSUs (Power & BFSI). Investment in Railways, Defence, Oil & Gas cos is negligible though they are top performers. This is due to lack of predictability and lack of understanding of these sectors.
Sage One Fund bought 5 stocks & sold 5 stocks during the year. It gave 61% return in 12 months &…
Samit Vartak's Sage One Fund says Trent is a high conviction buy
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