Portfolio Management Services (PMS)Compare Schemes
Sowilo Multicap Fund vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Sowilo Multicap Fund
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
20.18%
11.30%
1 Year
17.30%
5.88%
3 Years
18.32%
—
5 Years
—
—
Since Inception
21.17%
10.85%
Fund Age
3 yrs 2 mo
2 yrs 5 mo
AUM
₹171.55 Cr
₹45.96 Cr
Alpha – 1 Year
12.58%
−0.98%
Alpha – 3 Years
6.23%
—
Information Ratio – 3 Years
0.82
—
Volatility – 1 Year
24.39%
21.88%
Volatility – 3 Years
21.61%
—
Beta – 1 Year
1.30
2.00
Beta – 3 Years
1.25
—
Sharpe Ratio – 1 Year
0.55
0.12
Sharpe Ratio – 3 Years
0.70
—
Worst Rolling Year
18.30%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−26.88%
−19.87%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.41%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 4% · M 4% · S 88%
L 12% · M 4% · S 66%
Number of Stocks
82
39
Portfolio P/E
—
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
—
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1.5% / 1%