Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
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
4.40%
3.12%
6 Months
22.62%
20.18%
1 Year
24.22%
17.30%
3 Years
21.85%
18.32%
5 Years
23.03%
—
Since Inception
26.36%
21.17%
Fund Age
5 yrs 7 mo
3 yrs 2 mo
AUM
₹1,251.52 Cr
₹171.55 Cr
Alpha – 1 Year
19.50%
12.58%
Alpha – 3 Years
9.76%
6.23%
Information Ratio – 3 Years
1.14
0.82
Volatility – 1 Year
21.48%
24.39%
Volatility – 3 Years
19.09%
21.61%
Beta – 1 Year
1.12
1.30
Beta – 3 Years
1.08
1.25
Sharpe Ratio – 1 Year
0.87
0.55
Sharpe Ratio – 3 Years
0.92
0.70
Worst Rolling Year
19.03%
18.30%
Value at Worst Rolling Year
₹1.19 Cr
₹1.18 Cr
Deepest Drawdown
−23.65%
−26.88%
Recovery Period
428 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
19.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 27% · S 55%
L 4% · M 4% · S 88%
Number of Stocks
60
82
Portfolio P/E
39.40
—
Top 5 Holdings
Aditya Infotech Ltd · 4.75%
Timex Group India Ltd · 3.20%
TVS Motor Company Ltd · 3.02%
Shriram Finance Ltd · 3.01%
Senores Pharmaceuticals Ltd · 2.97%
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)
2% / 0% / 0%
1% / 0% / 0%