Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
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
−1.86%
3.12%
6 Months
0.50%
20.18%
1 Year
6.34%
17.30%
3 Years
19.74%
18.32%
5 Years
16.62%
—
Since Inception
20.10%
21.17%
Fund Age
6 yrs 1 mo
3 yrs 2 mo
AUM
₹56.91 Cr
₹171.55 Cr
Alpha – 1 Year
1.64%
12.58%
Alpha – 3 Years
7.64%
6.23%
Information Ratio – 3 Years
0.90
0.82
Volatility – 1 Year
16.52%
24.39%
Volatility – 3 Years
17.18%
21.61%
Beta – 1 Year
0.89
1.30
Beta – 3 Years
1.04
1.25
Sharpe Ratio – 1 Year
0.14
0.55
Sharpe Ratio – 3 Years
0.84
0.70
Worst Rolling Year
18.93%
18.30%
Value at Worst Rolling Year
₹1.19 Cr
₹1.18 Cr
Deepest Drawdown
−18.72%
−26.88%
Recovery Period
245 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.30%
19.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 59% · M 40%
L 4% · M 4% · S 88%
Number of Stocks
20
82
Portfolio P/E
27.00
—
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
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
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%