Alternative Investment Funds (AIF)Compare Schemes
Swyom India Alpha Fund vs Value wise Undiscovered Fund
Add SchemeGrowth of ₹1 Crore
Swyom India Alpha Fund
Value wise Undiscovered Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 2.4%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.30%
−0.45%
6 Months
18.99%
8.34%
1 Year
4.33%
10.42%
3 Years
—
—
5 Years
—
—
Since Inception
33.83%
13.56%
Fund Age
2 yrs 10 mo
20 mo
AUM
—
—
Alpha – 1 Year
1.95%
5.08%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.37%
20.25%
Volatility – 3 Years
—
—
Beta – 1 Year
0.71
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.03
0.33
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.66%
−13.41%
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
1.50% / yr
—
Performance Fee / Plan
20% of profit, above 10%
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—