Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Sowilo Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
3.12%
6 Months
25.00%
20.18%
1 Year
17.14%
17.30%
3 Years
16.20%
18.32%
5 Years
15.34%
—
Since Inception
19.60%
21.17%
Fund Age
7 yrs 3 mo
3 yrs 2 mo
AUM
₹127.23 Cr
₹171.55 Cr
Alpha – 1 Year
12.42%
12.58%
Alpha – 3 Years
4.43%
6.23%
Information Ratio – 3 Years
0.38
0.82
Volatility – 1 Year
23.12%
24.39%
Volatility – 3 Years
20.20%
21.61%
Beta – 1 Year
1.18
1.30
Beta – 3 Years
1.05
1.25
Sharpe Ratio – 1 Year
0.56
0.55
Sharpe Ratio – 3 Years
0.61
0.70
Worst Rolling Year
13.55%
18.30%
Value at Worst Rolling Year
₹1.14 Cr
₹1.18 Cr
Deepest Drawdown
−26.74%
−26.88%
Recovery Period
143 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.50%
19.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 19% · S 50%
L 4% · M 4% · S 88%
Number of Stocks
101
82
Portfolio P/E
52.20
—
Top 5 Holdings
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
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 · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%