Know Your PMS · Monthly tearsheet
SOWILO MULTI CAP FUND
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Sep_202640 months filedBM: BSE500TRIBM: S and P BSE 500 Total Return IndexBM: Benchmark
CAGR
18.73%
Total return
77.24%
Max drawdown
-25.64%
Sharpe
0.92
Sortino
0.98
Calmar
0.73
Win months
60.00%
Best / worst month
19.6% / -13.1%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -5.07% | 0.17% | -9.98% | 19.61% | 1.58% | 4.44% | 2.02% | 3.12% | -2.38% | – | – | – | 11.56% |
2025 | -8.45% | -13.13% | 6.84% | 1.71% | 9.91% | 4.94% | -1.80% | -3.14% | 1.71% | 4.43% | -1.38% | -2.02% | -2.69% |
2024 | 6.69% | -1.11% | -4.16% | 10.19% | -1.54% | 10.53% | 6.65% | 4.96% | 3.75% | -5.91% | -0.94% | 0.31% | 31.66% |
2023 | – | – | – | – | – | 0.00% | 5.32% | 4.05% | 1.64% | -2.40% | 8.82% | 4.83% | 24.01% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jul_2026 | 25.64% | 21 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 5.22% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.40% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 2.38% | 1 mo · open |
| May_2024 | May_2024 | Jun_2024 | 1.54% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
20.91%
Downside deviation
19.11%