Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Sowilo Multicap Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
3.12%
6 Months
16.35%
20.18%
1 Year
29.45%
17.30%
3 Years
—
18.32%
5 Years
—
—
Since Inception
33.72%
21.17%
Fund Age
16 mo
3 yrs 2 mo
AUM
₹17.74 Cr
₹171.55 Cr
Alpha – 1 Year
26.47%
12.58%
Alpha – 3 Years
—
6.23%
Information Ratio – 3 Years
—
0.82
Volatility – 1 Year
19.66%
24.39%
Volatility – 3 Years
—
21.61%
Beta – 1 Year
0.78
1.30
Beta – 3 Years
—
1.25
Sharpe Ratio – 1 Year
1.14
0.55
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
18.30%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
−14.20%
−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 5% · M 2% · S 74%
L 4% · M 4% · S 88%
Number of Stocks
30
82
Portfolio P/E
52.18
—
Top 5 Holdings
Cash & Cash Equivalent · 11.00%
Sansera Engineering Ltd · 5.60%
Welspun Corp Ltd · 5.51%
Venus Remedies Ltd · 5.44%
Nippon India ETF Gold BeES · 4.90%
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 · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
—
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%