Sowilo Target Return Investment Fund

EQUITY MID & SMALL CAP

For high-risk, long-term, dynamic investors with a higher appetite for both risk and return.

+1.89%

1Y annualised returns

-0.07%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

26 Jun '23

Total AUM

₹56.68Cr

Min. investment

₹1,00,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity97.7%

Cash2.3%

Equity market cap split

Large Cap87.9%

Small Cap5.6%

Mid Cap4.3%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹1,00,00,000

Exit load

Fee charged on redemption before the completed holding period

2.00%

PMS management

SA
Sandip Agarwal
Lead Fund Manager
View details

About

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.

Experience

Over 20 years of experience in financial research and advisory.

Investment philosophy

Financial research and advisory in the technology, telecom, and internet sectors.

Previously worked at