Portfolio Management Services (PMS)Compare Schemes
Monarch Wealth Creator Fund vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Monarch Wealth Creator Fund
Sowilo Multicap Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.85%
3.12%
6 Months
12.32%
20.18%
1 Year
—
17.30%
3 Years
—
18.32%
5 Years
—
—
Since Inception
13.81%
21.17%
Fund Age
8 mo
3 yrs 2 mo
AUM
₹279.09 Cr
₹171.55 Cr
Alpha – 1 Year
—
12.58%
Alpha – 3 Years
—
6.23%
Information Ratio – 3 Years
—
0.82
Volatility – 1 Year
—
24.39%
Volatility – 3 Years
—
21.61%
Beta – 1 Year
—
1.30
Beta – 3 Years
—
1.25
Sharpe Ratio – 1 Year
—
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 35% · M 34% · S 23%
L 4% · M 4% · S 88%
Number of Stocks
40
82
Portfolio P/E
19.53
—
Top 5 Holdings
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
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
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0.5% / 0%
1% / 0% / 0%