Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Sowilo Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.79%
3.12%
6 Months
10.53%
20.18%
1 Year
15.92%
17.30%
3 Years
22.93%
18.32%
5 Years
18.33%
—
Since Inception
17.15%
21.17%
Fund Age
16 yrs 10 mo
3 yrs 2 mo
AUM
₹767.31 Cr
₹171.55 Cr
Alpha – 1 Year
11.20%
12.58%
Alpha – 3 Years
10.84%
6.23%
Information Ratio – 3 Years
1.21
0.82
Volatility – 1 Year
20.11%
24.39%
Volatility – 3 Years
18.00%
21.61%
Beta – 1 Year
1.06
1.30
Beta – 3 Years
1.03
1.25
Sharpe Ratio – 1 Year
0.57
0.55
Sharpe Ratio – 3 Years
0.95
0.70
Worst Rolling Year
-14.86%
18.30%
Value at Worst Rolling Year
₹0.85 Cr
₹1.18 Cr
Deepest Drawdown
−20.27%
−26.88%
Recovery Period
94 days
487 days
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
19.41%
5-Year Rolling Windows Positive
97.90%
—
Market-Cap Mix
L 23% · M 38% · S 34%
L 4% · M 4% · S 88%
Number of Stocks
41
82
Portfolio P/E
36.67
—
Top 5 Holdings
BSE Ltd · 9.00%
Federal Bank Ltd · 5.53%
Lumax Industries Ltd · 5.48%
Persistent Systems Ltd · 5.29%
Cash & Cash Equivalent · 4.72%
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
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%