Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Sowilo Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.17%
3.12%
6 Months
19.62%
20.18%
1 Year
12.19%
17.30%
3 Years
23.51%
18.32%
5 Years
13.96%
—
Since Inception
23.13%
21.17%
Fund Age
6 yrs 7 mo
3 yrs 2 mo
AUM
₹2,332.81 Cr
₹171.55 Cr
Alpha – 1 Year
9.21%
12.58%
Alpha – 3 Years
11.63%
6.23%
Information Ratio – 3 Years
0.83
0.82
Volatility – 1 Year
26.11%
24.39%
Volatility – 3 Years
21.82%
21.61%
Beta – 1 Year
1.32
1.30
Beta – 3 Years
1.14
1.25
Sharpe Ratio – 1 Year
0.33
0.55
Sharpe Ratio – 3 Years
0.83
0.70
Worst Rolling Year
12.50%
18.30%
Value at Worst Rolling Year
₹1.13 Cr
₹1.18 Cr
Deepest Drawdown
−24.27%
−26.88%
Recovery Period
461 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
19.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 33% · S 52%
L 4% · M 4% · S 88%
Number of Stocks
33
82
Portfolio P/E
52.72
—
Top 5 Holdings
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
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 · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%