Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Sowilo Multicap Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.50%
3.12%
6 Months
10.26%
20.18%
1 Year
20.10%
17.30%
3 Years
—
18.32%
5 Years
—
—
Since Inception
21.53%
21.17%
Fund Age
18 mo
3 yrs 2 mo
AUM
₹79.16 Cr
₹171.55 Cr
Alpha – 1 Year
17.12%
12.58%
Alpha – 3 Years
—
6.23%
Information Ratio – 3 Years
—
0.82
Volatility – 1 Year
19.38%
24.39%
Volatility – 3 Years
—
21.61%
Beta – 1 Year
0.85
1.30
Beta – 3 Years
—
1.25
Sharpe Ratio – 1 Year
0.76
0.55
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
18.30%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
−14.77%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.41%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 8% · M 7% · S 61%
L 4% · M 4% · S 88%
Number of Stocks
66
82
Portfolio P/E
52.54
—
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
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
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%