Portfolio Management Services (PMS)Compare Schemes
Sowilo Multicap Fund vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Sowilo Multicap Fund
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
20.18%
1.92%
1 Year
17.30%
0.43%
3 Years
18.32%
—
5 Years
—
—
Since Inception
21.17%
6.17%
Fund Age
3 yrs 2 mo
2 yrs 2 mo
AUM
₹171.55 Cr
₹22.98 Cr
Alpha – 1 Year
12.58%
−2.55%
Alpha – 3 Years
6.23%
—
Information Ratio – 3 Years
0.82
—
Volatility – 1 Year
24.39%
16.90%
Volatility – 3 Years
21.61%
—
Beta – 1 Year
1.30
0.96
Beta – 3 Years
1.25
—
Sharpe Ratio – 1 Year
0.55
-0.22
Sharpe Ratio – 3 Years
0.70
—
Worst Rolling Year
18.30%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−26.88%
−16.17%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.41%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 4% · M 4% · S 88%
L 61% · M 14% · S 21%
Number of Stocks
82
41
Portfolio P/E
—
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
—
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%