Alternative Investment Funds (AIF)Compare Schemes
ITI - Long Short Equity Fund vs Swyom India Alpha Fund
Add SchemeGrowth of ₹1 Crore
ITI - Long Short Equity Fund
Swyom India Alpha Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Index · 7.7%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.31%
1.30%
6 Months
−3.98%
18.99%
1 Year
−3.55%
4.33%
3 Years
10.56%
—
5 Years
8.20%
—
Since Inception
11.86%
33.83%
Fund Age
8 yrs 4 mo
2 yrs 10 mo
AUM
—
—
Alpha – 1 Year
−2.13%
1.95%
Alpha – 3 Years
2.82%
—
Information Ratio – 3 Years
0.29
—
Volatility – 1 Year
6.95%
17.37%
Volatility – 3 Years
8.51%
—
Beta – 1 Year
0.29
0.71
Beta – 3 Years
0.49
—
Sharpe Ratio – 1 Year
-1.24
-0.03
Sharpe Ratio – 3 Years
0.61
—
Worst Rolling Year
9.80%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−9.10%
−16.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
14.02%
—
5-Year Rolling Windows Positive
100.00%
—
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
—
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%