Alternative Investment Funds (AIF)Compare Schemes
Mastergrowth 369 Alternate Investment Trust vs Swyom India Alpha Fund
Add SchemeGrowth of ₹1 Crore
Mastergrowth 369 Alternate Investment Trust
Swyom India Alpha Fund
Return for the risk
1 yr return
0%
5%
10%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
11.03%
1.30%
6 Months
19.68%
18.99%
1 Year
—
4.33%
3 Years
—
—
5 Years
—
—
Since Inception
—
33.83%
Fund Age
10 mo
2 yrs 10 mo
AUM
₹21 Cr
—
Alpha – 1 Year
—
1.95%
Alpha – 3 Years
—
—
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
M 10% · S 88%
L 47% · M 38% · S 37%
Number of Stocks
16
—
Portfolio P/E
—
—
Top 5 Holdings
Optiemus Infracom Ltd · 10.10%
HP Telecom India Ltd · 9.93%
Dixon Technologies (India) Ltd · 9.81%
Kajaria Ceramics Ltd · 8.37%
Sumeet Industries Ltd · 8.30%
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%