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I Wealth - I Wealth Fund 2 vs Swyom India Alpha Fund

I Wealth - I Wealth Fund 2

Swyom India Alpha Fund

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Growth of ₹1 Crore

I Wealth - I Wealth Fund 2

Swyom India Alpha Fund

Return for the risk

1 yr return

10%

15%

20%

25%

30%

Nifty 500 · 26.3%

Swyom India Alpha Fund

4.3% • vol 17.4%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

4.76%

1.30%

6 Months

23.06%

18.99%

1 Year

58.27%

4.33%

3 Years

21.99%

—

5 Years

30.71%

—

Since Inception

23.77%

33.83%

Fund Age

2 yrs 9 mo

2 yrs 10 mo

AUM

₹200 Cr

—

Alpha – 1 Year

31.96%

1.95%

Alpha – 3 Years

5.45%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

17.37%

Volatility – 3 Years

—

Beta – 1 Year

—

0.71

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

-0.03

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−16.66%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

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

Fixed Plan

20% of profit, above 10%

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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