Alternative Investment Funds (AIF)Compare Schemes
Rising Giants - AIF vs Swyom India Alpha Fund
Add SchemeGrowth of ₹1 Crore
Rising Giants - AIF
Swyom India Alpha Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 13.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
1.30%
6 Months
−6.89%
18.99%
1 Year
−7.76%
4.33%
3 Years
4.56%
—
5 Years
—
—
Since Inception
−0.23%
33.83%
Fund Age
4 yrs 9 mo
2 yrs 10 mo
AUM
₹60.72 Cr
—
Alpha – 1 Year
−7.69%
1.95%
Alpha – 3 Years
−8.90%
—
Information Ratio – 3 Years
-0.99
—
Volatility – 1 Year
16.44%
17.37%
Volatility – 3 Years
15.44%
—
Beta – 1 Year
0.87
0.71
Beta – 3 Years
0.83
—
Sharpe Ratio – 1 Year
-0.74
-0.03
Sharpe Ratio – 3 Years
0.01
—
Worst Rolling Year
-1.67%
—
Value at Worst Rolling Year
₹0.98 Cr
—
Deepest Drawdown
−22.80%
−16.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
91.63%
—
Median Rolling Year
4.61%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 4% · S 80%
L 47% · M 38% · S 37%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Cash & Cash Equivalent · 14.00%
CMS Info Systems Ltd · 5.00%
Ultramarine & Pigments Ltd · 4.00%
Go Digit General Insurance Ltd · 4.00%
L T Foods Ltd · 4.00%
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)
0% / 0% / 0%
3% / 2% / 1%