Portfolio Management Services (PMS)Compare Schemes
Sowilo Multicap Fund vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Sowilo Multicap Fund
Sundaram Alternate - SISOP
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%
5.72%
6 Months
20.18%
23.48%
1 Year
17.30%
38.68%
3 Years
18.32%
26.01%
5 Years
—
16.58%
Since Inception
21.17%
18.98%
Fund Age
3 yrs 2 mo
16 yrs 6 mo
AUM
₹171.55 Cr
₹1,885.18 Cr
Alpha – 1 Year
12.58%
33.96%
Alpha – 3 Years
6.23%
13.92%
Information Ratio – 3 Years
0.82
1.27
Volatility – 1 Year
24.39%
28.06%
Volatility – 3 Years
21.61%
20.41%
Beta – 1 Year
1.30
1.39
Beta – 3 Years
1.25
1.06
Sharpe Ratio – 1 Year
0.55
1.12
Sharpe Ratio – 3 Years
0.70
1.06
Worst Rolling Year
18.30%
-4.06%
Value at Worst Rolling Year
₹1.18 Cr
₹0.96 Cr
Deepest Drawdown
−26.88%
−18.24%
Recovery Period
487 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
19.41%
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
L 4% · M 4% · S 88%
L 40% · M 32% · S 24%
Number of Stocks
82
28
Portfolio P/E
—
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
—
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%