AIF · Equity · CAT III - LONG SHORT
Swyom India Alpha Fund
IRRSince inception33.83%
1Y return4.33%
Minimum investment₹1 Crore
Fund age2 yrs 10 mo
Fund Managers
Sweta Agarwal
Fund Manager, AIF, Swyom
Ms. Sweta Agarwal has over 15 years of valued experience in equity markets and investments Prior to this, Sweta was associated with Gangour Investments as Investment Analyst covering various sectors.
Managing AUM₹0 Cr
Radha Raman Agarwal
Fund Manager, AIF, Swyom
Mr. Radha Raman Agarwal is a rank-holder Chartered Accountant with more than 20 years of corporate experience in the field of Finance. Raman has closely witnessed the growth, expansion & peak phases of some successful businesses, in his enduring journey, enabling him to identify correctly the businesses which are in the running.
Managing AUM₹0 Cr
Growth of₹Cr
Swyom India Alpha
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Swyom India Alpha | 10.67% | 4.33% | 17.22% | — | — | 33.83% |
| Nifty 500 | −1.07% | 2.38% | 0.59% | — | — | 10.69% |
| Excess over benchmark | 11.74% | 1.95% | 16.63% | — | — | 23.14% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
17.37%
Benchmark approx 16.04%
A standard deviation reflecting historical swings.
Sensitivity
0.71
Beta vs benchmark 1.00 · 29% less reactive
How strongly the scheme moves with the index.
Risk-reward
−0.03
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −16.66%, and recovered on 30 Jun 2026.
Max drawdowns
−16.66%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −16.66% | – | 30 Jun 2026 | – |
| Benchmark | 31 Jul 2025 | 30 Mar 2026 | −14.69% | 242 days | – | – |
Scheme
Peak–
Trough–
Depth−16.66%
Fell over–
Recovered30 Jun 2026
Recovery took–
Benchmark
Peak31 Jul 2025
Trough30 Mar 2026
Depth−14.69%
Fell over242 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Asset class
Equity
Market cap
Large cap46.90%
Mid cap37.80%
Small cap36.50%
Cash & others−21.20%
As on 31 Jul 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
PerformancePlan A · Shared upsideFixed Management Fee1.50% / yr
Performance Fee20% of profit
Hurdle RateAbove 10%
PerformancePlan B · Performance LinkedFixed Management FeeNone
Performance Fee20% of profit
Hurdle RateAbove 10%
PerformancePlan C · SimpleFixed Management Fee–
Performance FeeNone
Hurdle RateAbove 10%
PerformancePlan D · SimpleFixed Management Fee–
Performance FeeNone
Hurdle RateAbove 10%
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
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