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Sowilo Investment Managers
Sowilo Investment Managers

Sowilo Investment Managers

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AUM ₹ 139.08 Cr (As on Feb, 2025)
No. of schemes 2
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About Sowilo Investment Managers

Sowilo Investment Managers manages assets worth Rs 139.08 crores. Its current offering of PMS schemes includes 1 Multi Cap and 1 Small And Mid Cap schemes.

Portfolio MANAGERS

Sandip Agarwal
Sandip Agarwal
  • Schemes managed 2
  • Total AUM Undisclosed
  • Highest return in 1 year +4.62 %
Profile

Sandip is a chartered accountant with over 20 years of experience in varied field. His 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. Sandip, has been ranked No 2 in Asia Money best technology analyst awards in 2020, Ranked No 1 in Asia Money best technology analyst awards in 2021 and Ranked No 2 in Asia Money best technology analyst awards in 2022. Last worked as Executive director (Investment Analyst – IT, Telecom & Internet) at Edelweiss Financial Services – since 2012. He has regularly been featured on financial channels like CNBC, Bloomberg and ET Now. He also has been covered by financial newspapers like Economic Times and Business Standard. Sandip is rank holder in CA Final and graduate from Bengal University. With his versatile experience, Sandip would be lead Fund Manager at Sowilo.

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24

PMS Schemes

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Sowilo - Multicap Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
153 Out of 171
Fixed Fee
2.00%
Sowilo - Target Return Investment Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
38 Out of 43
Fixed Fee
2.00%
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
Sowilo - Multicap Fund
153Out of 2
-13.13%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
8.00%
2.00%
Sowilo - Target Return Investment Fund
38Out of 2
-14.78%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
8.00%
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by Sowilo Investment Managers ?
The total AUM managed by Sowilo Investment Managers is ₹139.08 crores
What is the total number of schemes managed by Sowilo Investment Managers ?
The total number of schemes managed by Sowilo Investment Managers is 2
What is the best performing PMS scheme of Sowilo Investment Managers in 1 year ?
The best performing PMS scheme of Sowilo Investment Managers in 1 year is Sowilo - Target Return Investment Fund.
What is the best performing PMS scheme of Sowilo Investment Managers in 3 years?
The best performing PMS scheme of Sowilo Investment Managers in 3 years is Sowilo - Multicap Fund
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