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Multicap Fund

Sowilo Investment Managers
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
26 June 2023
Min. Investment
₹50,00,000
AUM (Cr.)
₹137.08
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

This investment strategy aims to achieve long-term capital growth through a diversified portfolio of equity and equity-linked instruments. The fund will strategically allocate investments across companies of varying market capitalizations, including large-cap, mid-cap, and small-cap entities, to maintain a balanced exposure.

Investment Objective

The investment objective is to achieve long-term capital growth by allocating primarily to equities and equity-linked securities across various market capitalization segments. The portfolio will maintain a diversified exposure to large-cap, mid-cap, and small-cap entities.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.02% -0.24% -1.78%
3 MONTHS 0.91% 5.02% -4.11%
6 MONTHS -2.38% 1.63% -4.01%
1 YEAR -2.69% 7.63% -10.32%
2 YEAR 13.18% 11.64% 1.54%
SINCE INCEPTION 20.91% 17.96% 2.95%

Calendar Year Performance

Year Return
CY 2025 -2.69%
CY 2024 31.65%

Financial Year Performance

Year Return
FY 26_YTD 15.12%
FY 25 10.62%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Sandip Agarwal

Fund Manager

Sandip, a Chartered Accountant with over two decades of diverse professional experience, brings a wealth of expertise in financial research and advisory. He has a proven track record of serving Mutual Funds, Pension Funds, and Insurance Funds both domestically and internationally, with a specialization in the technology, telecom, and internet sectors. Sandip has garnered significant industry recognition, achieving rankings in the Asia Money Best Technology Analyst awards for three consecutive years: No. 2 in 2020, No. 1 in 2021, and No. 2 in 2022. Prior to this, he held the position of Executive Director (Investment Analyst – IT, Telecom & Internet) at Edelweiss Financial Services, a role he occupied since 2012. His insights have been regularly sought after by prominent financial media outlets, including CNBC, Bloomberg, and ET Now, and he has been featured in leading financial publications such as The Economic Times and Business Standard. A distinguished academic, Sandip is a rank holder in his CA Final examinations and a graduate of Bengal University. His extensive and varied experience makes him exceptionally well-suited to lead the fund management initiatives at Sowilo.

Portfolio Details

Portfolio Composition

Large Cap
11.67%
Mid Cap
13.82%
Small Cap
73.42%
Cash & Equivalent
1.09%

Top 5 Holdings

  • IIFL Finance Limited 3.60%
  • Aditya Birla Capital Ltd 3.15%
  • Landmark Cars Limited 3.09%
  • Angel One Ltd 3.07%
  • Axis Bank Ltd 2.92%

Top 5 Sectors

  • Banks 8.20%
  • Pharmaceuticals 8.20%
  • Packaged Foods 6.90%
  • Finance (including NBFCs) 6.70%
  • Other Financial Services 5.30%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
15.83%
top 5 sectors percent
35.30%
average market cap
N/A
portfolio age
2 Yrs, 6 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.25%

Hurdle: 8%

Profit Sharing: 10%

Exit Load

Year 1: 1%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)