Alternative Investment Funds (AIF)Compare Schemes
SageOne - Flagship Growth OE Fund vs Swyom India Alpha Fund
Add SchemeGrowth of ₹1 Crore
SageOne - Flagship Growth OE Fund
Swyom India Alpha Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.30%
1.30%
6 Months
10.30%
18.99%
1 Year
15.90%
4.33%
3 Years
—
—
5 Years
—
—
Since Inception
7.00%
33.83%
Fund Age
1 yr 10 mo
2 yrs 10 mo
AUM
₹1,732 Cr
—
Alpha – 1 Year
12.90%
1.95%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.29%
17.37%
Volatility – 3 Years
—
—
Beta – 1 Year
1.39
0.71
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.56
-0.03
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−11.45%
−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 2% · M 6% · S 76%
L 47% · M 38% · S 37%
Number of Stocks
51
—
Portfolio P/E
47.40
—
Top 5 Holdings
APL Apollo Tubes Ltd · 0.00%
Goodluck India Ltd · 0.00%
Goodluck India Ltd · 0.00%
SG Mart Ltd · 0.00%
Allied Blenders & Distillers Ltd · 0.00%
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
Consumption · 12.00%
Building Materials · 10.00%
Finance · 8.00%
—
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%
3% / 2% / 1%