Alternative Investment Funds (AIF)Compare Schemes
Swyom India Alpha Fund vs WHITESPACE FUND 3 - HYBRID PLUS
Add SchemeGrowth of ₹1 Crore
Swyom India Alpha Fund
WHITESPACE FUND 3 - HYBRID PLUS
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 2.4%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.30%
1.88%
6 Months
18.99%
2.95%
1 Year
4.33%
8.33%
3 Years
—
—
5 Years
—
—
Since Inception
33.83%
7.07%
Fund Age
2 yrs 10 mo
2 yrs
AUM
—
—
Alpha – 1 Year
1.95%
4.13%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.37%
11.52%
Volatility – 3 Years
—
—
Beta – 1 Year
0.71
0.21
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.03
-0.82
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.66%
−8.22%
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%
L 50%
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%
HDFC Bank Ltd · 3.55%
ICICI Bank Ltd · 3.14%
Reliance Industries Ltd · 2.75%
Bharti Airtel Ltd · 1.86%
Larsen & Toubro Ltd · 1.44%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%