Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
Sowilo Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.19%
3.12%
6 Months
11.46%
20.18%
1 Year
8.21%
17.30%
3 Years
12.09%
18.32%
5 Years
11.81%
—
Since Inception
13.34%
21.17%
Fund Age
5 yrs 3 mo
3 yrs 2 mo
AUM
₹34.29 Cr
₹171.55 Cr
Alpha – 1 Year
5.23%
12.58%
Alpha – 3 Years
0.21%
6.23%
Information Ratio – 3 Years
0.17
0.82
Volatility – 1 Year
24.84%
24.39%
Volatility – 3 Years
21.42%
21.61%
Beta – 1 Year
1.25
1.30
Beta – 3 Years
1.08
1.25
Sharpe Ratio – 1 Year
0.21
0.55
Sharpe Ratio – 3 Years
0.49
0.70
Worst Rolling Year
7.11%
18.30%
Value at Worst Rolling Year
₹1.07 Cr
₹1.18 Cr
Deepest Drawdown
−34.77%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.26%
19.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 5% · M 7% · S 69%
L 4% · M 4% · S 88%
Number of Stocks
37
82
Portfolio P/E
52.15
—
Top 5 Holdings
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
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
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2.5% / 0% / 0%
1% / 0% / 0%