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FIRST--Conservative strategy vs Sowilo Multicap Fund

FIRST--Conservative strategy

Sowilo Multicap Fund

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Growth of ₹1 Crore

FIRST--Conservative strategy

Sowilo Multicap Fund

Return for the risk

3 yrs return

15%

20%

25%

Sowilo Multicap Fund

18.3% • vol 21.6%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

0.40%

3.12%

6 Months

3.69%

20.18%

1 Year

7.91%

17.30%

3 Years

—

18.32%

5 Years

—

Since Inception

8.72%

21.17%

Fund Age

2 yrs 2 mo

3 yrs 2 mo

AUM

₹14.07 Cr

₹171.55 Cr

Alpha – 1 Year

2.71%

12.58%

Alpha – 3 Years

—

6.23%

Information Ratio – 3 Years

—

0.82

Volatility – 1 Year

1.00%

24.39%

Volatility – 3 Years

—

21.61%

Beta – 1 Year

0.34

1.30

Beta – 3 Years

—

1.25

Sharpe Ratio – 1 Year

2.29

0.55

Sharpe Ratio – 3 Years

—

0.70

Worst Rolling Year

—

18.30%

Value at Worst Rolling Year

—

₹1.18 Cr

Deepest Drawdown

—

−26.88%

Recovery Period

—

487 days

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

19.41%

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 4% · M 4% · S 88%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

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

0.75% / yr

2.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / – / –

1% / 0% / 0%

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