Compare Schemes

NIEO 7 (Reimagine India Opportunity) vs Swyom India Alpha Fund

NIEO 7 (Reimagine India Opportunity)

Swyom India Alpha Fund

Add Scheme

Growth of ₹1 Crore

NIEO 7 (Reimagine India Opportunity)

Swyom India Alpha Fund

Return for the risk

1 yr return

-5%

10%

NIFTY 500 Index · 2.4%

NIEO 7 (Reimagine India Opportunity)

4.9% • vol 15.8%

Swyom India Alpha Fund

4.3% • vol 17.4%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

0.63%

1.30%

6 Months

6.27%

18.99%

1 Year

4.89%

4.33%

3 Years

16.29%

—

5 Years

—

Since Inception

15.79%

33.83%

Fund Age

4 yrs 5 mo

2 yrs 10 mo

AUM

—

Alpha – 1 Year

2.49%

1.95%

Alpha – 3 Years

5.09%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

15.76%

17.37%

Volatility – 3 Years

—

Beta – 1 Year

0.88

0.71

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.02

-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 50% · M 13% · S 36%

L 47% · M 38% · S 37%

Number of Stocks

—

Portfolio P/E

34.26

—

Top 5 Holdings

ICICI Bank Ltd · 5.22%

Bosch Ltd · 4.09%

Krishna Institute of Medical Sciences Ltd · 3.79%

Emmvee Photovoltaic Power Ltd · 3.51%

Grasim Industries Ltd · 3.50%

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

Financial Services · 33.27%

Capital Goods · 15.56%

Healthcare · 10.17%

—

Fixed Fee

—

1.50% / yr

Performance Fee / Plan

—

20% of profit, above 10%

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.