Portfolio Management Services (PMS)Compare Schemes
Sowilo Multicap Fund vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Sowilo Multicap Fund
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.12%
3.42%
6 Months
20.18%
2.89%
1 Year
17.30%
2.59%
3 Years
18.32%
10.39%
5 Years
—
8.86%
Since Inception
21.17%
11.13%
Fund Age
3 yrs 2 mo
5 yrs 6 mo
AUM
₹171.55 Cr
₹63.54 Cr
Alpha – 1 Year
12.58%
−0.39%
Alpha – 3 Years
6.23%
−1.50%
Information Ratio – 3 Years
0.82
-0.34
Volatility – 1 Year
24.39%
16.68%
Volatility – 3 Years
21.61%
13.79%
Beta – 1 Year
1.30
0.95
Beta – 3 Years
1.25
0.88
Sharpe Ratio – 1 Year
0.55
-0.09
Sharpe Ratio – 3 Years
0.70
0.40
Worst Rolling Year
18.30%
6.98%
Value at Worst Rolling Year
₹1.18 Cr
₹1.07 Cr
Deepest Drawdown
−26.88%
−15.31%
Recovery Period
487 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.41%
12.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 4% · M 4% · S 88%
L 69% · M 25% · S 5%
Number of Stocks
82
40
Portfolio P/E
—
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
—
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%