Portfolio Management Services (PMS)Compare Schemes
Sowilo Multicap Fund vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Sowilo Multicap Fund
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.12%
0.30%
6 Months
20.18%
26.99%
1 Year
17.30%
26.29%
3 Years
18.32%
27.01%
5 Years
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Since Inception
21.17%
35.84%
Fund Age
3 yrs 2 mo
4 yrs 3 mo
AUM
₹171.55 Cr
₹521.91 Cr
Alpha – 1 Year
12.58%
28.33%
Alpha – 3 Years
6.23%
20.36%
Information Ratio – 3 Years
0.82
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Volatility – 1 Year
24.39%
31.27%
Volatility – 3 Years
21.61%
25.96%
Beta – 1 Year
1.30
—
Beta – 3 Years
1.25
—
Sharpe Ratio – 1 Year
0.55
0.72
Sharpe Ratio – 3 Years
0.70
0.85
Worst Rolling Year
18.30%
27.02%
Value at Worst Rolling Year
₹1.18 Cr
₹1.27 Cr
Deepest Drawdown
−26.88%
−26.38%
Recovery Period
487 days
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.41%
36.88%
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
49
Portfolio P/E
—
21.17
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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