Portfolio Management Services

Sowilo Investment Managers LLP is a SEBI registered PMS Company in India. Our Portfolio Management Services (PMS) are designed for High Net-Worth Individuals seeking long-term capital appreciation through actively managed equity portfolios. We invest in high-quality businesses across market capitalizations using a disciplined, research-driven investment approach

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Equity Strategy

Our equity strategies are built to navigate multiple market cycles by combining fundamental research, risk management, and active portfolio rebalancing. Each strategy is aligned with specific return objectives and investor risk profiles.
  • Sowilo Multi Cap Fund Scheme (SMIL)
  • Sowilo Target Return Aggressive Scheme (STRA)

Sowilo Multi Cap Fund (SMIL)

The Sowilo Multi Cap Fund Scheme follows a diversified equity investment strategy across large-cap, mid-cap, and selective small-cap stocks. The portfolio focuses on companies with strong fundamentals, scalable business models, and sustainable earnings growth. Since Inception* Date  26th June 2023.

Sowilo Multicap movement since inception line chart showing NAV comparison with BSE 500 TRI and Nifty Smallcap 250 TRI till March 2026
This line chart shows NAV movement of Sowilo Multicap compared with BSE 500 TRI and Nifty Smallcap 250 TRI from June 2023 to March 2026. Rs. 1 Crore invested in June 2023 is now worth: Rs. 1.38 Crores in Sowilo Multicap, Rs. 1.30 Crores in BSE 500 TRI, Rs. 1.41 Crores in Nifty Smallcap 250 TRI as of March 2026. Final NAV values shown in the chart: Sowilo Multicap: 13.8, BSE 500 TRI: 13.0, Nifty Smallcap 250 TRI: 14.1. The chart reflects market volatility with overall growth, showing that Sowilo Multicap has performed competitively against broader market benchmarks since inception.
SMIL NAV Movement Summary (June 2023 – March 2026)
Investment (June 2023) Value as of March 2026
Sowilo Multicap Rs. 1.38 Crores
BSE 500 TRI Rs. 1.30 Crores
Nifty Smallcap 250 TRI Rs. 1.41 Crores
Sowilo Multicap portfolio performance compared with BSE 500 TRI and Nifty Smallcap 250 TRI across multiple time periods till March 2026
This bar chart compares Sowilo Multicap performance with BSE 500 TRI and Nifty Smallcap 250 TRI across different time periods till March 2026. Performance data: 1 Month: Sowilo Multicap -10%, BSE 500 TRI -11%, Nifty Smallcap 250 TRI -10%. 3 Months: Sowilo Multicap -14%, BSE 500 TRI -14%, Nifty Smallcap 250 TRI -14%. 6 Months: Sowilo Multicap -14%, BSE 500 TRI -10%, Nifty Smallcap 250 TRI -14%. 1 Year: Sowilo Multicap -2%, BSE 500 TRI -3%, Nifty Smallcap 250 TRI -5%. 2 Years: Sowilo Multicap 4%, BSE 500 TRI 1%, Nifty Smallcap 250 TRI 0%. Since Inception: Sowilo Multicap 12%, BSE 500 TRI 10%, Nifty Smallcap 250 TRI 13%.
Sowilo Multicap Portfolio Performance Comparison (March 2026)
Period Sowilo Multicap BSE 500 TRI Nifty Smallcap 250 TRI
1 Month -10% -11% -10%
3 Months -14% -14% -14%
6 Months -14% -10% -14%
1 Year -2% -3% -5%
2 Years 4% 1% 0%
Since Inception 12% 10% 13%

Portfolio Strategy

We retain our investments in Structural businesses and allow them to compound unless their strengths get challenged/ retested. We obsess about risk reward trade- off in Sectoral and Alpha category of businesses. If risk – reward is not compelling enough in Sectoral and Alpha, we shift investments to Structural.

Sowilo Target Return Aggressive Scheme (STRA)

The Sowilo Target Return Aggressive Scheme is designed for investors with a higher risk appetite, aiming to generate superior risk-adjusted returns through tactical allocation, sector rotation, and alpha-focused stock selection. Since Inception* Date  26th June 2023.

Sowilo Target Return Aggressive fund NAV performance compared with BSE 500 TRI and Nifty Smallcap 250 TRI from June 2023 to March 2026
This line chart shows NAV movement of Sowilo Target Return Aggressive Fund compared with BSE 500 TRI and Nifty Smallcap 250 TRI from June 2023 to March 2026. Rs. 1 Crore invested in June 2023 is now worth: Rs. 1.30 Crores in Sowilo Target Return Aggressive, Rs. 1.30 Crores in BSE 500 TRI, Rs. 1.41 Crores in Nifty Smallcap 250 TRI as of March 2026. Final NAV values shown in the chart: Sowilo Target Return Aggressive: 13.0, BSE 500 TRI: 13.0, Nifty Smallcap 250 TRI: 14.1. The chart reflects market fluctuations with moderate growth, indicating that the fund has performed in line with broader market benchmarks while trailing the smallcap index during this period.
STRA NAV Movement Summary (June 2023 – March 2026)
Investment (June 2023) Value as of March 2026
Sowilo Target Return Aggressive Rs. 1.30 Crores
BSE 500 TRI Rs. 1.30 Crores
Nifty Smallcap 250 TRI Rs. 1.41 Crores
Sowilo Target Return Aggressive portfolio performance compared with BSE 500 TRI and Nifty Smallcap 250 TRI across multiple time periods till March 2026
This bar chart compares Sowilo Target Return Aggressive performance with BSE 500 TRI and Nifty Smallcap 250 TRI across multiple time periods till March 2026. Performance data: 1 Month: STRA -10%, BSE 500 TRI -11%, Nifty Smallcap 250 TRI -10%. 3 Months: STRA -14%, BSE 500 TRI -14%, Nifty Smallcap 250 TRI -14%. 6 Months: STRA -17%, BSE 500 TRI -10%, Nifty Smallcap 250 TRI -14%. 1 Year: STRA -7%, BSE 500 TRI -3%, Nifty Smallcap 250 TRI -5%. 2 Years: STRA 3%, BSE 500 TRI 1%, Nifty Smallcap 250 TRI 0%. Since Inception: STRA 10%, BSE 500 TRI 10%, Nifty Smallcap 250 TRI 13%.
STRA Portfolio Performance Data (March 2026)
Period Sowilo Target Return Aggressive BSE 500 TRI Nifty Smallcap 250 TRI
1 Month -10% -11% -10%
3 Months -14% -14% -14%
6 Months -17% -10% -14%
1 Year -7% -3% -5%
2 Years 3% 1% 0%
Since Inception 10% 10% 13%