Portfolio Management Services (PMS)Compare Schemes
Sowilo Multicap Fund vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Sowilo Multicap Fund
Wallfort-Ameya Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.12%
9.87%
6 Months
20.18%
46.37%
1 Year
17.30%
29.61%
3 Years
18.32%
24.62%
5 Years
—
—
Since Inception
21.17%
39.89%
Fund Age
3 yrs 2 mo
20 mo
AUM
₹171.55 Cr
₹147.17 Cr
Alpha – 1 Year
12.58%
24.89%
Alpha – 3 Years
6.23%
12.53%
Information Ratio – 3 Years
0.82
—
Volatility – 1 Year
24.39%
25.97%
Volatility – 3 Years
21.61%
29.84%
Beta – 1 Year
1.30
1.03
Beta – 3 Years
1.25
—
Sharpe Ratio – 1 Year
0.55
0.92
Sharpe Ratio – 3 Years
0.70
1.29
Worst Rolling Year
18.30%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−26.88%
−21.24%
Recovery Period
487 days
58 days
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%
—
Number of Stocks
82
—
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%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
Top Sectors
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—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%