Alternative Investment Funds (AIF)Compare Schemes
Profusion All Weather Fund vs Swyom India Alpha Fund
Add SchemeGrowth of ₹1 Crore
Profusion All Weather Fund
Swyom India Alpha Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Index · -0.4%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.84%
1.30%
6 Months
9.01%
18.99%
1 Year
12.22%
4.33%
3 Years
—
—
5 Years
—
—
Since Inception
12.00%
33.83%
Fund Age
13 mo
2 yrs 10 mo
AUM
₹64.49 Cr
—
Alpha – 1 Year
12.59%
1.95%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
9.50%
17.37%
Volatility – 3 Years
—
—
Beta – 1 Year
0.50
0.71
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.69
-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 47% · M 38% · S 37%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Vedanta Aluminium Metal Ltd · 5.42%
HEG Ltd · 4.41%
Hindustan Zinc Ltd · 4.02%
Reliance Industries Ltd · 3.90%
Man Industries (India) Ltd · 3.73%
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
1.00% / yr
1.50% / yr
Performance Fee / Plan
15% of profit, above 10%
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%