Portfolio Management Services (PMS)Compare Schemes
Sowilo Multicap Fund vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Sowilo Multicap Fund
Unifi BCAD-2-BREAKOUT 20
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%
3.01%
6 Months
20.18%
9.93%
1 Year
17.30%
7.49%
3 Years
18.32%
9.34%
5 Years
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Since Inception
21.17%
11.87%
Fund Age
3 yrs 2 mo
4 yrs 7 mo
AUM
₹171.55 Cr
₹1,953.44 Cr
Alpha – 1 Year
12.58%
2.77%
Alpha – 3 Years
6.23%
−2.75%
Information Ratio – 3 Years
0.82
-0.26
Volatility – 1 Year
24.39%
19.15%
Volatility – 3 Years
21.61%
16.91%
Beta – 1 Year
1.30
1.06
Beta – 3 Years
1.25
1.03
Sharpe Ratio – 1 Year
0.55
0.19
Sharpe Ratio – 3 Years
0.70
0.30
Worst Rolling Year
18.30%
8.22%
Value at Worst Rolling Year
₹1.18 Cr
₹1.08 Cr
Deepest Drawdown
−26.88%
−20.91%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.41%
12.78%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 4% · M 4% · S 88%
L 17% · M 8% · S 75%
Number of Stocks
82
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Portfolio P/E
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23.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
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Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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