Alternative Investment Funds (AIF)Compare Schemes
Mili Emerging Equities Fund vs Swyom India Alpha Fund
Add SchemeGrowth of ₹1 Crore
Mili Emerging Equities Fund
Swyom India Alpha Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
NIFTY 500 Index · 2.4%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.62%
1.30%
6 Months
28.15%
18.99%
1 Year
9.83%
4.33%
3 Years
—
—
5 Years
—
—
Since Inception
13.88%
33.83%
Fund Age
19 mo
2 yrs 10 mo
AUM
₹50.57 Cr
—
Alpha – 1 Year
7.45%
1.95%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
34.69%
17.37%
Volatility – 3 Years
—
—
Beta – 1 Year
1.66
0.71
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.26
-0.03
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−24.08%
−16.66%
Recovery Period
Not yet recovered
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
Ashapura Minechem Ltd · 9.97%
Birla Corporation Ltd · 5.18%
Bhadora Industries Ltd · 3.41%
JK Lakshmi Cement Ltd · 3.21%
Nava Ltd · 3.20%
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
Variable Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%