Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
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
−0.92%
3.12%
6 Months
32.15%
20.18%
1 Year
16.77%
17.30%
3 Years
19.00%
18.32%
5 Years
20.10%
—
Since Inception
27.01%
21.17%
Fund Age
6 yrs 10 mo
3 yrs 2 mo
AUM
₹247.64 Cr
₹171.55 Cr
Alpha – 1 Year
13.79%
12.58%
Alpha – 3 Years
7.10%
6.23%
Information Ratio – 3 Years
0.30
0.82
Volatility – 1 Year
39.13%
24.39%
Volatility – 3 Years
29.47%
21.61%
Beta – 1 Year
1.87
1.30
Beta – 3 Years
1.36
1.25
Sharpe Ratio – 1 Year
0.42
0.55
Sharpe Ratio – 3 Years
0.55
0.70
Worst Rolling Year
15.03%
18.30%
Value at Worst Rolling Year
₹1.15 Cr
₹1.18 Cr
Deepest Drawdown
−35.86%
−26.88%
Recovery Period
94 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
19.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 80%
L 4% · M 4% · S 88%
Number of Stocks
42
82
Portfolio P/E
42.30
—
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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%