Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Sowilo Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
3.12%
6 Months
26.95%
20.18%
1 Year
13.12%
17.30%
3 Years
17.80%
18.32%
5 Years
15.04%
—
Since Inception
22.70%
21.17%
Fund Age
8 yrs
3 yrs 2 mo
AUM
₹357.26 Cr
₹171.55 Cr
Alpha – 1 Year
10.14%
12.58%
Alpha – 3 Years
5.90%
6.23%
Information Ratio – 3 Years
0.31
0.82
Volatility – 1 Year
32.38%
24.39%
Volatility – 3 Years
25.45%
21.61%
Beta – 1 Year
1.68
1.30
Beta – 3 Years
1.37
1.25
Sharpe Ratio – 1 Year
0.36
0.55
Sharpe Ratio – 3 Years
0.56
0.70
Worst Rolling Year
11.19%
18.30%
Value at Worst Rolling Year
₹1.11 Cr
₹1.18 Cr
Deepest Drawdown
−26.50%
−26.88%
Recovery Period
80 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
19.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 19% · S 59%
L 4% · M 4% · S 88%
Number of Stocks
42
82
Portfolio P/E
42.01
—
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%