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Sowilo Target Agressive Scheme

Sowilo Investment Managers LLP

37.69 CR AUM

Sowilo Target Agressive Scheme

Sowilo Target Agressive Scheme

Sowilo Investment Managers LLP

37.69 CR AUM

BSE 500 TRI
Benchmark
2yr 9mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
2yr 9mo
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 Target Aggressive Scheme is an equity investment strategy designed for informed investors with higher risk appetite seeking elevated return potential through opportunistic investments across market cycles. The strategy focuses on identifying mispriced stocks arising from business cycles, sudden regulatory changes, temporary setbacks, global socio political developments, collateral damage or short term disruptions that create valuation inefficiencies in equity markets. The investment philosophy emphasizes scalable businesses that generate higher returns, possess technological edge, demonstrate market leadership and maintain strong and ethical management teams with good governance standards. Portfolio construction follows a multi cap framework with maximum allocation to mispriced opportunities in mid cap and small cap companies while maintaining selective exposure to large cap stocks which can serve as quasi cash allocation awaiting new opportunities. The investment process is driven by bottom up research supported by in house proprietary research that defines the investible universe and identifies companies that meet rigorous criteria related to scale, profitability, leadership and governance. Exit decisions are guided either by time based triggers or when targeted returns are achieved as market inefficiencies normalize. The minimum expected investment horizon is about three years while individual opportunities may play out over shorter cycles. Sector agnostic. Large cap mid cap and small cap.

Investment Approach v/s Benchmark Metrics

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1M IA return
-10.26%
1M benchmark return
-11.37%
Alpha
1.11%
1M Wealth multiple
0.90x

Investment Approach v/s Benchmark Performance

2026
2026
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Unlock all metrics

Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-10.26%
1M benchmark return
-11.37%
Alpha
1.11%
1M Wealth multiple
0.90x

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Stock - Holdings

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Sector Allocation

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