Sowilo Multicap Fund

Key Portfolio Attributes

Inception Date: 26th June, 2023

Number of stocks: 48

Portfolio Manager’s Name: Sandip Agarwal

Portfolio Manager’s Experience:

Sandip Agarwal's core expertise has been financial research and advisory and has served Mutual Funds/ Pension Funds / Insurance Funds across India and globe in the technology, telecom and internet sector. He last worked as Executive director (Investment Analyst – IT, Telecom & Internet) at Edelweiss Financial Services – since 2012.

Portfolio Manager’s Qualification:

Rank holder in CA Final and graduate from Bengal University.

Investment Objective

The investment objective of Sowilo Multicap Fund is to achieve long term capital appreciation by primarily investing in businesses through equity and related instruments across market capitalization.

The fund will be investing in a balanced mix of large cap, mid cap and small cap companies.

Investment Strategy

The investment strategy of Sowilo Multicap Fund is:

  • STRUCTURAL – India being a developing country is witnessing evolution of strong business from the unstructured economy. These businesses have given consistently higher returns across cycles and have gained market share during disruption via. consolidation like in demonetization, GST etc. as big gets bigger and stronger through market share gains. The fundhouse have shortlisted such business in our investible universe and call them “Structural” and intend to generate returns from these businesses consistently.

Allocation: ~ 50%

  • SECTORAL – Research suggests barring few indispensable businesses like banking, technology, food, healthcare and consumer durables, all business have deep cycles. The fundhouse believes that sectors like metals, infrastructure, commodities etc. have wide implications from internal and external factors like monetary policy, fiscal policy, interest rates, global commodity cycles, currency etc. They identify them as “Sectoral” ideas.

Allocation: ~ 30%

  • ALPHA – Potential Opportunities With High-risk High Returns.

The investible universe of “Alpha” is open and will be dynamic and opportunistic. The fundhouse would not refrain from reversing our investments in “Alpha” category if their bets don’t work in pre-defined timelines.

Allocation: ~ 15%

  • CASH – Balance unallocated is utilised for opportunities.

Investment Philosophy

The investment philosophy of Sowilo Multicap Fund is to invest in businesses which are scalable, generate higher returns, have technological edge, are market leaders and have strong and ethical management team with good governance. The fundhouse perceives buying of equities only as a medium to buy great businesses.

Investment will be long term, multi-sector and multi-cap, purely based on bottom-up approach. Investments will be based on In-house research, defining investible universe which qualify the above rigorous test.

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