Portfolio Management Services (PMS)Compare Schemes
Purnartha Vision Strategy vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Purnartha Vision Strategy
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
5.60%
3.12%
6 Months
9.69%
20.18%
1 Year
14.36%
17.30%
3 Years
13.50%
18.32%
5 Years
8.53%
—
Since Inception
11.34%
21.17%
Fund Age
5 yrs 5 mo
3 yrs 2 mo
AUM
₹190.75 Cr
₹171.55 Cr
Alpha – 1 Year
9.64%
12.58%
Alpha – 3 Years
1.41%
6.23%
Information Ratio – 3 Years
0.20
0.82
Volatility – 1 Year
24.59%
24.39%
Volatility – 3 Years
18.73%
21.61%
Beta – 1 Year
1.16
1.30
Beta – 3 Years
1.03
1.25
Sharpe Ratio – 1 Year
0.44
0.55
Sharpe Ratio – 3 Years
0.52
0.70
Worst Rolling Year
8.91%
18.30%
Value at Worst Rolling Year
₹1.09 Cr
₹1.18 Cr
Deepest Drawdown
−18.32%
−26.88%
Recovery Period
549 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.01%
19.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 12% · S 39%
L 4% · M 4% · S 88%
Number of Stocks
—
82
Portfolio P/E
25.84
—
Top 5 Holdings
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables Ltd · 0.00%
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
2.50% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 25%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%