Portfolio Management Services (PMS)Compare Schemes
Sowilo Multicap Fund vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Sowilo Multicap Fund
White Oak India Select Equity 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%
4.84%
6 Months
20.18%
7.61%
1 Year
17.30%
−0.76%
3 Years
18.32%
11.28%
5 Years
—
9.58%
Since Inception
21.17%
11.67%
Fund Age
3 yrs 2 mo
7 yrs 11 mo
AUM
₹171.55 Cr
₹12.5 Cr
Alpha – 1 Year
12.58%
−3.74%
Alpha – 3 Years
6.23%
−0.61%
Information Ratio – 3 Years
0.82
-0.06
Volatility – 1 Year
24.39%
20.02%
Volatility – 3 Years
21.61%
16.21%
Beta – 1 Year
1.30
1.05
Beta – 3 Years
1.25
0.91
Sharpe Ratio – 1 Year
0.55
-0.22
Sharpe Ratio – 3 Years
0.70
0.41
Worst Rolling Year
18.30%
8.66%
Value at Worst Rolling Year
₹1.18 Cr
₹1.09 Cr
Deepest Drawdown
−26.88%
−24.66%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.41%
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 4% · M 4% · S 88%
L 36% · M 30% · S 35%
Number of Stocks
82
15
Portfolio P/E
—
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
—
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%