Portfolio Management Services (PMS)Compare Schemes
Sowilo Multicap Fund vs Vallum Multi Activa Strategy
Add SchemeGrowth of ₹1 Crore
Sowilo Multicap Fund
Vallum Multi Activa Strategy
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%
1.82%
6 Months
20.18%
3.61%
1 Year
17.30%
28.29%
3 Years
18.32%
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5 Years
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Since Inception
21.17%
23.99%
Fund Age
3 yrs 2 mo
19 mo
AUM
₹171.55 Cr
₹14.97 Cr
Alpha – 1 Year
12.58%
20.75%
Alpha – 3 Years
6.23%
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Information Ratio – 3 Years
0.82
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Volatility – 1 Year
24.39%
13.84%
Volatility – 3 Years
21.61%
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Beta – 1 Year
1.30
0.77
Beta – 3 Years
1.25
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Sharpe Ratio – 1 Year
0.55
1.50
Sharpe Ratio – 3 Years
0.70
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Worst Rolling Year
18.30%
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Value at Worst Rolling Year
₹1.18 Cr
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Deepest Drawdown
−26.88%
−7.02%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
19.41%
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 4% · M 4% · S 88%
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Number of Stocks
82
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Portfolio P/E
—
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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%
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Top Sectors
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Fixed Fee
2.00% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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