Alternative Investment Funds (AIF)Compare Schemes
Nuvama Flexicap Equity Fund vs Swyom India Alpha Fund
Add SchemeGrowth of ₹1 Crore
Nuvama Flexicap Equity Fund
Swyom India Alpha Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.02%
1.30%
6 Months
17.89%
18.99%
1 Year
20.05%
4.33%
3 Years
—
—
5 Years
—
—
Since Inception
14.93%
33.83%
Fund Age
20 mo
2 yrs 10 mo
AUM
₹182 Cr
—
Alpha – 1 Year
17.07%
1.95%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.95%
17.37%
Volatility – 3 Years
—
—
Beta – 1 Year
1.37
0.71
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.62
-0.03
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−11.75%
−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
—
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
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%