Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
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
2.64%
3.12%
6 Months
5.29%
20.18%
1 Year
2.64%
17.30%
3 Years
8.64%
18.32%
5 Years
—
—
Since Inception
12.31%
21.17%
Fund Age
3 yrs 11 mo
3 yrs 2 mo
AUM
₹56.94 Cr
₹171.55 Cr
Alpha – 1 Year
−2.08%
12.58%
Alpha – 3 Years
−3.45%
6.23%
Information Ratio – 3 Years
-0.33
0.82
Volatility – 1 Year
19.56%
24.39%
Volatility – 3 Years
17.76%
21.61%
Beta – 1 Year
1.08
1.30
Beta – 3 Years
1.07
1.25
Sharpe Ratio – 1 Year
-0.05
0.55
Sharpe Ratio – 3 Years
0.31
0.70
Worst Rolling Year
8.64%
18.30%
Value at Worst Rolling Year
₹1.09 Cr
₹1.18 Cr
Deepest Drawdown
−25.57%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.83%
19.41%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 4% · M 4% · S 88%
Number of Stocks
—
82
Portfolio P/E
—
—
Top 5 Holdings
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
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
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%