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. Inception* Date  26th June 2023.
Sowilo Multicap movement since inception compared with BSE 500 TRI from June 2023 to June 2026

Sowilo Multicap Movement Since Inception

This line chart compares the NAV movement of Sowilo Multicap with the BSE 500 TRI from June 2023 to June 2026.

Rs. 1 Crore invested in Sowilo Multicap in June 2023 is now worth Rs. 1.84 Crores as of June 2026.

The same Rs. 1 Crore investment in BSE 500 TRI is now worth Rs. 1.49 Crores as of June 2026.

Final values shown in the chart:

  • Sowilo Multicap: 18.4
  • BSE 500 TRI: 14.9

The chart reflects market volatility with sustained long-term growth. Sowilo Multicap has outperformed the BSE 500 TRI since inception.

Sowilo Multicap NAV Movement Summary, June 2023 to June 2026
Investment Value as of June 2026
Sowilo Multicap Rs. 1.84 Crores
BSE 500 TRI Rs. 1.49 Crores
Sowilo Multicap Portfolio Performance compared with BSE 500 TRI across 1 month, 3 months, 6 months, 1 year, 3 years and since inception

Sowilo Multicap Portfolio Performance (%)

This bar chart shows the performance of Sowilo Multicap compared with BSE 500 TRI across different investment periods.

Performance data:

  • 1 Month: Sowilo Multicap 3%; BSE 500 TRI 0%.
  • 3 Months: Sowilo Multicap 10%; BSE 500 TRI 4%.
  • 6 Months: Sowilo Multicap 20%; BSE 500 TRI 1%.
  • 1 Year: Sowilo Multicap 17%; BSE 500 TRI 5%.
  • 3 Years: Sowilo Multicap 18%; BSE 500 TRI 12%.
  • Since Inception*: Sowilo Multicap 21%; BSE 500 TRI 13%.

Sowilo Multicap has delivered higher performance than the BSE 500 TRI across all periods shown in the chart.

Sowilo Multicap Portfolio Performance (%) compared with BSE 500 TRI
Period Sowilo Multicap BSE 500 TRI
1 Month 3% 0%
3 Months 10% 4%
6 Months 20% 1%
1 Year 17% 5%
3 Years 18% 12%
Since Inception* 21% 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. Inception* Date  26th June 2023.

Sowilo Target Return Aggressive Fund movement since inception compared with BSE 500 TRI from June 2023 to June 2026
This line chart shows the movement of the Sowilo Target Return Aggressive Fund compared with BSE 500 TRI from June 2023 to June 2026. Rs. 1 Crore invested in Sowilo Target Return Aggressive Fund in June 2023 is now worth Rs. 1.74 Crores as of June 2026. The same Rs. 1 Crore investment in BSE 500 TRI is now worth Rs. 1.49 Crores as of June 2026. Final NAV values shown in the chart: Sowilo Target Return Aggressive Fund: 17.4 BSE 500 TRI: 14.9 The chart reflects market fluctuations with sustained long-term growth. Sowilo Target Return Aggressive Fund has outperformed BSE 500 TRI since inception.
Sowilo Target Return Aggressive Fund Movement Summary (June 2023 – June 2026)
Investment (June 2023) Value as of June 2026
Sowilo Target Return Aggressive Fund Rs. 1.74 Crores
BSE 500 TRI Rs. 1.49 Crores
Sowilo Target Return Aggressive Portfolio Performance compared with BSE 500 TRI across 1 month, 3 months, 6 months, 1 year, 3 years and since inception

Sowilo Target Return Aggressive Portfolio Performance (%)

This bar chart shows the performance of the Sowilo Target Return Aggressive Portfolio compared with BSE 500 TRI across different investment periods.

Performance data:

  • 1 Month: Sowilo Target Return Aggressive 2%; BSE 500 TRI 0%.
  • 3 Months: Sowilo Target Return Aggressive 11%; BSE 500 TRI 4%.
  • 6 Months: Sowilo Target Return Aggressive 20%; BSE 500 TRI 1%.
  • 1 Year: Sowilo Target Return Aggressive 11%; BSE 500 TRI 5%.
  • 3 Years: Sowilo Target Return Aggressive 17%; BSE 500 TRI 12%.
  • Since Inception*: Sowilo Target Return Aggressive 19%; BSE 500 TRI 13%.

Sowilo Target Return Aggressive has delivered higher performance than BSE 500 TRI across all periods shown in the chart.

Sowilo Target Return Aggressive Portfolio Performance (%) compared with BSE 500 TRI
Period Sowilo Target Return Aggressive BSE 500 TRI
1 Month 2% 0%
3 Months 11% 4%
6 Months 20% 1%
1 Year 11% 5%
3 Years 17% 12%
Since Inception* 19% 13%