Portfolio Management Services (PMS)Compare Schemes
Sowilo Multicap Fund vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Sowilo Multicap Fund
Sundaram Alternate - Rising Stars
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
3.12%
7.03%
6 Months
20.18%
31.10%
1 Year
17.30%
52.47%
3 Years
18.32%
17.74%
5 Years
—
16.38%
Since Inception
21.17%
15.58%
Fund Age
3 yrs 2 mo
16 yrs 9 mo
AUM
₹171.55 Cr
₹132.42 Cr
Alpha – 1 Year
12.58%
47.75%
Alpha – 3 Years
6.23%
5.65%
Information Ratio – 3 Years
0.82
0.46
Volatility – 1 Year
24.39%
26.74%
Volatility – 3 Years
21.61%
21.32%
Beta – 1 Year
1.30
1.30
Beta – 3 Years
1.25
0.97
Sharpe Ratio – 1 Year
0.55
1.52
Sharpe Ratio – 3 Years
0.70
0.68
Worst Rolling Year
18.30%
-15.93%
Value at Worst Rolling Year
₹1.18 Cr
₹0.84 Cr
Deepest Drawdown
−26.88%
−20.79%
Recovery Period
487 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
19.41%
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
L 4% · M 4% · S 88%
M 9% · S 83%
Number of Stocks
82
26
Portfolio P/E
—
31.63
Top 5 Holdings
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%