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Sowilo Multi Cap Fund

Sowilo Investment Managers LLP

153.47 CR AUM

Sowilo Multi Cap Fund

Sowilo Multi Cap Fund

Sowilo Investment Managers LLP

153.47 CR AUM

BSE 500 TRI
Benchmark
2yr 10mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
2yr 10mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

sandip agarwal

Fund Manager
EQUITYStrategies

Sandip is a Chartered Accountant with over 20 years of experience across diverse areas of financial services. His core expertise lies in financial research and advisory, having served mutual funds, pension funds, and insurance funds across India and globally, particularly in the technology, telecom, and internet sectors. Sandip has received multiple recognitions in the Asiamoney Best Technology Analyst Awards—ranked No. 2 in 2020, No. 1 in 2021, and No. 2 again in 2022. He last worked as Executive Director (Investment Analyst – IT, Telecom & Internet) at Edelweiss Financial Services, where he had been associated since 2012. He has been a regular presence on financial media platforms such as CNBC, Bloomberg, and ET Now, and has also been featured in leading financial publications like The Economic Times and Business Standard. Sandip is a rank holder in the CA Final and a graduate from University of Calcutta. With his versatile experience, he serves as the Lead Fund Manager at Sowilo Investment Managers.

Sandip is a Chartered Accountant with over 20 years of experience across diverse areas of financial services. His core expertise lies in financial research and advisory, having served mutual funds, pension funds, and insurance funds across India and globally, particularly in the technology, telecom, and internet sectors. Sandip has received multiple recognitions in the Asiamoney Best Technology Analyst Awards—ranked No. 2 in 2020, No. 1 in 2021, and No. 2 again in 2022. He last worked as Executive Director (Investment Analyst – IT, Telecom & Internet) at Edelweiss Financial Services, where he had been associated since 2012. He has been a regular presence on financial media platforms such as CNBC, Bloomberg, and ET Now, and has also been featured in leading financial publications like The Economic Times and Business Standard. Sandip is a rank holder in the CA Final and a graduate from University of Calcutta. With his versatile experience, he serves as the Lead Fund Manager at Sowilo Investment Managers.

Purpose

Sowilo Multi Cap Fund is an equity investment strategy focused on long term capital appreciation by investing in scalable businesses with strong competitive positioning and superior return potential across market capitalizations. The investment philosophy emphasizes companies that generate higher returns, possess technological edge, demonstrate market leadership and maintain strong and ethical management teams with sound governance standards. Equity investing is viewed as a way to own high quality businesses for long term wealth creation. The strategy follows a bottom up research driven process supported by in house proprietary research to define the investible universe and identify companies that meet rigorous criteria related to scale, profitability, leadership and governance. Portfolio construction invests in a balanced mix of large cap, mid cap and small cap companies to capture opportunities across different stages of business growth while maintaining diversification. The investment horizon is long term with a minimum expected horizon of about three years to allow compounding and wealth creation. The portfolio strategy follows a structured allocation framework based on Structural, Sectoral and Alpha opportunities with approximate allocation of about 50 percent structural themes, 30 percent sectoral opportunities, 15 percent alpha ideas and the remaining allocation for tactical opportunities as required. Sector agnostic. Large cap mid cap and small cap

Investment Approach v/s Benchmark Metrics

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1M IA return
19.61%
1M benchmark return
10.38%
Alpha
9.23%
1M Wealth multiple
1.20x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
19.61%
1M benchmark return
10.38%
Alpha
9.23%
1M Wealth multiple
1.20x

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