PMS · Equity · Multi Cap
Sowilo Multicap Fund
Fund size₹172 Cr
Alpha (3Y)5.93%
3Y return18.32%
Fund age3 yrs 2 mo
Fund Manager
Sandip Agarwal
Sandip Agarwal
Fund Manager, Sowilo
Sandip is a chartered accountant with over 20 years of experience in varied field. His core expertise has been financial research and advisory and has served Mutual Funds/Pension Funds/Insurance Funds across India and globe in the technology, telecom and internet sector. Sandip, has been ranked No 2 in Asia Money best technology analyst awards in 2020, Ranked No 1 in Asia Money best technology analyst awards in 2021 and Ranked No 2 in Asia Money best technology analyst awards in 2022. Last worked as Executive director (Investment Analyst – IT, Telecom & Internet) at Edelweiss Financial Services – since 2012. He has regularly been featured on financial channels like CNBC, Bloomberg and ET Now. He also has been covered by financial newspapers like Economic Times and Business Standard. Sandip is rank holder in CA Final and graduate from Bengal University. With his versatile experience, Sandip would be lead Fund Manager at Sowilo.
Managing AUM₹218 Cr
Growth of₹Cr
Sowilo Multicap
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Sowilo Multicap13.50%17.30%3.86%18.32%—21.17%
Nifty 500−1.02%4.72%−0.11%12.09%—13.42%
Excess over benchmark14.52%12.58%3.97%6.23%—7.75%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
21.61%
Benchmark approx 14.87%
A standard deviation reflecting historical swings.
Sensitivity
1.25
Beta vs benchmark 1.00 · 25% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.70
Sharpe
Excess return gained per unit of volatility.
Capture ratio
132 / 104
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −26.88% from its 02 Oct 2024 peak to a 03 Mar 2025 trough, and recovered on 03 Jul 2026 after 487 days.
Max drawdowns
−26.88%
Recovery period
487 days
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme02 Oct 202403 Mar 2025−26.88%152 days03 Jul 2026487 days
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak02 Oct 2024
Trough03 Mar 2025
Depth−26.88%
Fell over152 days
Recovered03 Jul 2026
Recovery took487 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
82
Asset class
Equity
Market cap
Large cap3.59%
Mid cap4.40%
Small cap87.78%
Cash & others4.23%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 13.00% gross return.
FixedPlan A · Simple
Fixed Management Fee2.00% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upside
Fixed Management Fee1.00% / yr
Performance Fee20% of profit
Hurdle RateAbove 8%
Exit load 1.00% within 1 year, nil after 2 years. Lock-in: Nil.
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