About Company
Sowilo Investment Managers LLP
Sowilo Investment Managers LLP is a premier, SEBI-registered boutique asset and portfolio management firm (SEBI Reg No: INP000008127) based in Goregaon East, Mumbai. Founded by a specialized group of veteran Chartered Accountants and research professionals, the firm provides institutional-grade discretionary portfolio management and wealth advisory services to high-net-worth individuals (HNIs), ultra-HNIs, corporate treasuries, and global family offices. Sowilo operates with a strong corporate culture built on deep research, absolute accounting transparency, and ethical asset management. By converting deep qualitative analysis and macro economic trends into focused equity investments, the firm manages an aggregate domestic and international investor asset pool approaching ₹200 Crores.
Fund Snapshot
| Parameter | Details |
| Strategy Name | Equity |
| Product Name | Equity |
| PMS Provider | Sowilo Investment Managers LLP |
| Benchmark | BSE 500 TRI |
| Date of Inception | June 26, 2023 |
| Fund Age | 2.11 Years |
| Asset Under Management (AUM) | ₹158.71 Crores |
| Minimum Investment Amount | ₹50,00,000 (₹50 Lakhs) |
| Fixed Fees Structure | Customized commercial structures apply (NA) |
| Variable Fees Structure | Tailored relative to onboarding tiers (NA) |
| Exit Load | Standard structural terms apply (NA) |
Fund Purpose
The primary investment objective of the Sowilo Multi Cap Fund is to achieve superior long-term capital appreciation by investing in businesses through equity and equity-related instruments across the entire market capitalization spectrum. The strategy focuses on building and managing a balanced portfolio composed of a mix of large-cap, mid-cap, and small-cap companies. This multi-cap approach allows the fund to capture aggressive growth in small and mid-sized businesses while stabilizing the portfolio with seasoned large-cap sector leaders based on changing macroeconomic conditions.
Fund Philosophy
Comprehensive Forensic Accounting Filters
The strategy relies on a team heavily composed of Chartered Accountants, putting corporate financial forensics at the forefront. Every target company goes through exhaustive screening to reconcile declared balance sheets, underlying cash flows, and regulatory compliance, separating fundamentally sound businesses from uninvestible entities.
Dynamic Capitalization Balancing
Rather than staying locked into rigid size mandates, the fund fluidly moves its weightings between large, mid, and small-caps. This agility enables the manager to tilt toward high-beta growth during broad economic expansions and shift capital into liquid, defensive market leaders when underlying risk indicators spike.
Multi-Sector Lifecycle Exploitation
The core investment framework shuns static single-sector exposure in favor of a dynamic, multi-sector look at corporate lifecycles. By studying micro and macroeconomic business cycles, the fund targets structural leaders experiencing operational turning points, emerging tailwinds, or technological moats.
Bottom-Up High Conviction Selection
True wealth compounding comes from deep-dive, in-house primary research. Every stock added to the portfolio must meet tight quality standards regarding scalable distribution models, clean management records, high return ratios, and sustainable pricing power over multi-year cycles.
Absolute Risk Management and Preservation
Capturing upside requires strict defensive overlays to protect against permanent capital loss. The fund balances business selection with risk control mechanisms, assessing sector correlations, micro-liquidity limits, and valuation deviations to ensure safe exit routes during market stress.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Sowilo Multi Cap Fund
Benchmark: BSE 500 TRI
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Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Sowilo Investment Managers LLP
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹158.71 | 1.58 | 9.38 | 1.91 | 6.56 | 10.22 | NA | NA | NA | 19.30 |
| Benchmark | NA | -0.17 | -2.34 | -5.39 | -0.07 | 4.14 | NA | NA | NA | 13.18 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Mr. Sandip Agarwal
Mr. Sandip Agarwal is a highly regarded financial analyst and investment manager who serves as a Partner, Principal Officer, and the lead Fund Manager at Sowilo Investment Managers LLP. A prominent Rank Holder in the CA Final examinations (AIR 31) and an alumnus of Bengal University, he brings over 22 years of multi-cycle investment experience across Indian and global capital markets. Prior to co-founding Sowilo, he spent over a decade as an Executive Director and Lead Investment Analyst for the IT, Telecom, and Internet sectors at Edelweiss Financial Services (now Nuvama). Widely respected for his deep expertise in technology and digital business architectures, Mr. Agarwal achieved elite industry recognition by being ranked No. 1 and No. 2 in the prestigious Asiamoney Polls for best technology analyst over consecutive years. His long professional track record includes managing research briefs and advisory workflows for some of the world's largest sovereign wealth funds and global institutions, including the Abu Dhabi Investment Authority (ADIA), Oppenheimer, T. Rowe Price, Fidelity, and Amundi.
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The name "Sowilo" is inspired by an ancient rune symbolizing the energy of the sun, representing victory and the continuous pursuit of success. The firm applies this principle to portfolio management by aiming for financial freedom and wealth enhancement for clients through disciplined asset management.
Unlike pure small-cap or large-cap mandates, a multi-cap portfolio has the statutory freedom to go wherever the risk-adjusted value is highest. This prevents the portfolio from getting trapped in stagnant large-caps during major bull markets or facing severe drawdowns in illiquid small-caps during sudden corrections.
The portfolio benchmarks its relative alpha against the BSE 500 Total Returns Index (TRI). This index tracks the top 500 equities listed on the Bombay Stock Exchange, offering a wide baseline that covers small, mid, and large corporate houses across all major industries in India.
The investible universe is restricted to highly transparent, scalable enterprises that pass the firm's strict accounting and governance screens. A large focus is placed on market leaders, companies with technological advantages, and businesses run by ethical management teams with clear capital allocation histories.
As per current SEBI compliance regulations for Portfolio Management Services (PMS) in India, the minimum investment threshold stands at ₹50 Lakhs. Investors can fulfill this initial capital requirement via direct fund remittances or by transferring an existing equity basket of equivalent market value.
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.