- Manager
- Sowilo Investment Managers
- Service
- Discretionary
- Asset class
- Equity
Sowilo Multi Cap Fund
+12.58%
1-year return
Benchmark S and P BSE 500 Total Return Index −2.33% · to 30 Sep 2026
Sowilo Investment Managers’ Sowilo Multi Cap Fund returned 12.58% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 Total Return Index. It managed ₹193 crore across its clients.
Key numbers
- AUM
- ₹193 Cr
- Benchmark
- S and P BSE 500 Total Return Index
- Turnover, past year
- 1.39×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 Total Return Index | Difference |
|---|---|---|---|
| 1 month | −2.38% | −5.57% | +3.19% |
| 3 months | +2.70% | −3.59% | +6.29% |
| 6 months | +30.32% | +8.07% | +22.25% |
| 1 year | +12.58% | −2.33% | +14.91% |
| 2 years | +0.74% | −3.93% | +4.67% |
| 3 years | +16.75% | +9.20% | +7.55% |
| Since inception | +19.70% | +11.09% | +8.61% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity98.99%₹191 Cr
- Cash and other1.01%₹1.95 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹7.16 Cr
- Outflow, Sep 2026
- ₹0.86 Cr
- Net, Sep 2026
- ₹6.30 Cr
- Net, FY to date
- ₹27.92 Cr
- Turnover, month
- 0.22×
- Turnover, past year
- 1.39×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Sowilo Multi Cap Fund returned?
12.58% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.38%; 3 months: 2.70%; 6 months: 30.32%; 1 year: 12.58%; 2 years: 0.74%; 3 years: 16.75%; Since inception: 19.70%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500 Total Return Index, returned −2.33% over the year, so the strategy was 14.91 percentage points ahead.
How much does Sowilo Multi Cap Fund manage?
₹193 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Sowilo Multi Cap Fund?
Sowilo Investment Managers, a SEBI-registered portfolio manager (INP000008127), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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