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Nippon - (Empowered India) vs Swyom India Alpha Fund

Nippon - (Empowered India)

Swyom India Alpha Fund

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Growth of ₹1 Crore

Nippon - (Empowered India)

Swyom India Alpha Fund

Return for the risk

1 yr return

-5%

10%

NIFTY 500 Index · 2.4%

Nippon - (Empowered India)

1.3% • vol 17.2%

Swyom India Alpha Fund

4.3% • vol 17.4%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

−0.82%

1.30%

6 Months

5.72%

18.99%

1 Year

1.32%

4.33%

3 Years

—

5 Years

—

Since Inception

1.83%

33.83%

Fund Age

12 mo

2 yrs 10 mo

AUM

—

Alpha – 1 Year

−1.08%

1.95%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

17.16%

17.37%

Volatility – 3 Years

—

Beta – 1 Year

0.93

0.71

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.18

-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 23% · M 17% · S 47%

L 47% · M 38% · S 37%

Number of Stocks

—

Portfolio P/E

35.98

—

Top 5 Holdings

Cash & Cash Equivalent · 12.38%

ICICI Bank Ltd · 4.59%

HDFC Bank Ltd · 3.38%

Edelweiss Financial Services Ltd · 3.33%

Biocon Ltd · 3.01%

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 · 30.15%

Healthcare · 11.14%

Capital Goods · 9.34%

—

Fixed Fee

—

1.50% / yr

Performance Fee / Plan

—

20% of profit, above 10%

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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