Portfolio Management Services (PMS)Compare Schemes
Sowilo Multicap Fund vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Sowilo Multicap Fund
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
20.18%
6.39%
1 Year
17.30%
0.37%
3 Years
18.32%
11.18%
5 Years
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—
Since Inception
21.17%
4.21%
Fund Age
3 yrs 2 mo
4 yrs 6 mo
AUM
₹171.55 Cr
₹59.82 Cr
Alpha – 1 Year
12.58%
−2.61%
Alpha – 3 Years
6.23%
−0.71%
Information Ratio – 3 Years
0.82
0.13
Volatility – 1 Year
24.39%
22.91%
Volatility – 3 Years
21.61%
17.96%
Beta – 1 Year
1.30
1.09
Beta – 3 Years
1.25
1.01
Sharpe Ratio – 1 Year
0.55
-0.11
Sharpe Ratio – 3 Years
0.70
0.38
Worst Rolling Year
18.30%
3.87%
Value at Worst Rolling Year
₹1.18 Cr
₹1.04 Cr
Deepest Drawdown
−26.88%
−25.26%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.41%
12.37%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 4% · M 4% · S 88%
L 40% · M 26% · S 33%
Number of Stocks
82
35
Portfolio P/E
—
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
—
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%