Portfolio Management Services (PMS)Compare Schemes
Sowilo Multicap Fund vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Sowilo Multicap Fund
SVAN Velocity
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%
3.40%
6 Months
20.18%
21.77%
1 Year
17.30%
16.05%
3 Years
18.32%
23.24%
5 Years
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Since Inception
21.17%
24.82%
Fund Age
3 yrs 2 mo
3 yrs 1 mo
AUM
₹171.55 Cr
₹415.03 Cr
Alpha – 1 Year
12.58%
11.33%
Alpha – 3 Years
6.23%
11.15%
Information Ratio – 3 Years
0.82
0.72
Volatility – 1 Year
24.39%
25.50%
Volatility – 3 Years
21.61%
24.35%
Beta – 1 Year
1.30
1.34
Beta – 3 Years
1.25
1.27
Sharpe Ratio – 1 Year
0.55
0.50
Sharpe Ratio – 3 Years
0.70
0.77
Worst Rolling Year
18.30%
23.24%
Value at Worst Rolling Year
₹1.18 Cr
₹1.23 Cr
Deepest Drawdown
−26.88%
−25.33%
Recovery Period
487 days
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.41%
24.73%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 4% · M 4% · S 88%
M 2% · S 95%
Number of Stocks
82
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Portfolio P/E
—
—
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
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Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / – / –