Portfolio Management Services (PMS)Compare Schemes
Sowilo Multicap Fund vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Sowilo Multicap Fund
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
20.18%
13.10%
1 Year
17.30%
18.11%
3 Years
18.32%
14.56%
5 Years
—
8.71%
Since Inception
21.17%
13.67%
Fund Age
3 yrs 2 mo
11 yrs 2 mo
AUM
₹171.55 Cr
₹138.06 Cr
Alpha – 1 Year
12.58%
18.46%
Alpha – 3 Years
6.23%
5.57%
Information Ratio – 3 Years
0.82
0.62
Volatility – 1 Year
24.39%
22.83%
Volatility – 3 Years
21.61%
16.72%
Beta – 1 Year
1.30
1.29
Beta – 3 Years
1.25
1.00
Sharpe Ratio – 1 Year
0.55
0.61
Sharpe Ratio – 3 Years
0.70
0.55
Worst Rolling Year
18.30%
-8.44%
Value at Worst Rolling Year
₹1.18 Cr
₹0.92 Cr
Deepest Drawdown
−26.88%
−17.10%
Recovery Period
487 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
19.41%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 4% · M 4% · S 88%
L 38% · M 14% · S 45%
Number of Stocks
82
18
Portfolio P/E
—
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%