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AAA India Equity Fund (AAA AIF - CAT III) vs Swyom India Alpha Fund

AAA India Equity Fund (AAA AIF - CAT III)

Swyom India Alpha Fund

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Growth of ₹1 Crore

AAA India Equity Fund (AAA AIF - CAT III)

Swyom India Alpha Fund

Return for the risk

3 yrs return

10%

15%

20%

Nifty 500 · 12.1%

AAA India Equity Fund (AAA AIF - CAT III)

13.4% • vol 14.6%

10%

20%

Volatility • 3 yrs deviation

1 Month

1.34%

1.30%

6 Months

3.47%

18.99%

1 Year

1.75%

4.33%

3 Years

13.37%

—

5 Years

—

Since Inception

15.09%

33.83%

Fund Age

3 yrs 2 mo

2 yrs 10 mo

AUM

₹565.02 Cr

—

Alpha – 1 Year

−0.83%

1.95%

Alpha – 3 Years

1.23%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

13.85%

17.37%

Volatility – 3 Years

14.55%

—

Beta – 1 Year

0.94

0.71

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.20

-0.03

Sharpe Ratio – 3 Years

0.55

—

Worst Rolling Year

12.68%

—

Value at Worst Rolling Year

₹1.13 Cr

—

Deepest Drawdown

−16.91%

−16.66%

Recovery Period

Not yet recovered

1-Year Rolling Windows Positive

100.00%

—

Median Rolling Year

13.95%

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 53% · M 25% · S 20%

L 47% · M 38% · S 37%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

India Glycols Ltd · 8.40%

Orient Cement Ltd · 7.70%

Axis Bank Ltd · 7.70%

Shriram Finance Ltd · 7.70%

Bliss GVS Pharma Ltd · 7.60%

Top Sectors

—

Fixed Fee

—

1.50% / yr

Performance Fee / Plan

—

20% of profit, above 10%

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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