Portfolio Management Services (PMS)Compare Schemes
Sowilo Multicap Fund vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Sowilo Multicap Fund
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.12%
7.67%
6 Months
20.18%
27.70%
1 Year
17.30%
47.52%
3 Years
18.32%
23.98%
5 Years
—
15.87%
Since Inception
21.17%
18.55%
Fund Age
3 yrs 2 mo
16 yrs 2 mo
AUM
₹171.55 Cr
₹1,022.92 Cr
Alpha – 1 Year
12.58%
42.80%
Alpha – 3 Years
6.23%
11.89%
Information Ratio – 3 Years
0.82
1.12
Volatility – 1 Year
24.39%
28.29%
Volatility – 3 Years
21.61%
20.76%
Beta – 1 Year
1.30
1.36
Beta – 3 Years
1.25
1.07
Sharpe Ratio – 1 Year
0.55
1.33
Sharpe Ratio – 3 Years
0.70
0.99
Worst Rolling Year
18.30%
-4.58%
Value at Worst Rolling Year
₹1.18 Cr
₹0.95 Cr
Deepest Drawdown
−26.88%
−19.51%
Recovery Period
487 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
19.41%
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 4% · M 4% · S 88%
L 22% · M 32% · S 42%
Number of Stocks
82
26
Portfolio P/E
—
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%