Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Sowilo Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
3.12%
6 Months
7.53%
20.18%
1 Year
10.69%
17.30%
3 Years
9.96%
18.32%
5 Years
10.97%
—
Since Inception
20.53%
21.17%
Fund Age
14 yrs 7 mo
3 yrs 2 mo
AUM
₹132.39 Cr
₹171.55 Cr
Alpha – 1 Year
5.97%
12.58%
Alpha – 3 Years
−2.13%
6.23%
Information Ratio – 3 Years
-0.28
0.82
Volatility – 1 Year
20.88%
24.39%
Volatility – 3 Years
19.08%
21.61%
Beta – 1 Year
1.15
1.30
Beta – 3 Years
1.12
1.25
Sharpe Ratio – 1 Year
0.34
0.55
Sharpe Ratio – 3 Years
0.32
0.70
Worst Rolling Year
-4.87%
18.30%
Value at Worst Rolling Year
₹0.95 Cr
₹1.18 Cr
Deepest Drawdown
−22.42%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
19.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
L 4% · M 4% · S 88%
Number of Stocks
23
82
Portfolio P/E
60.38
—
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%