Alternative Investment Funds (AIF)Compare Schemes
Swyom India Alpha Fund vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
Swyom India Alpha Fund
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.30%
0.40%
6 Months
18.99%
4.71%
1 Year
4.33%
9.48%
3 Years
—
5.09%
5 Years
—
7.27%
Since Inception
33.83%
7.18%
Fund Age
2 yrs 10 mo
5 yrs 9 mo
AUM
—
—
Alpha – 1 Year
1.95%
7.96%
Alpha – 3 Years
—
−5.01%
Information Ratio – 3 Years
—
-0.38
Volatility – 1 Year
17.37%
1.59%
Volatility – 3 Years
—
6.50%
Beta – 1 Year
0.71
0.04
Beta – 3 Years
—
-0.12
Sharpe Ratio – 1 Year
-0.03
2.33
Sharpe Ratio – 3 Years
—
-0.03
Worst Rolling Year
—
5.09%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−16.66%
−8.84%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
8.68%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 47% · M 38% · S 37%
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Number of Stocks
—
—
Portfolio P/E
—
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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%
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Top Sectors
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Fixed Fee
1.50% / yr
—
Performance Fee / Plan
20% of profit, above 10%
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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