Alternative Investment Funds (AIF)Compare Schemes
Swyom India Alpha Fund vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
Swyom India Alpha Fund
YES Wealth Maximiser AIF
Return for the risk
1 yr return
-5%
0%
5%
10%
Nifty 500 · 2.4%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.30%
1.92%
6 Months
18.99%
6.21%
1 Year
4.33%
5.06%
3 Years
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—
5 Years
—
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Since Inception
33.83%
18.57%
Fund Age
2 yrs 10 mo
2 yrs 5 mo
AUM
—
—
Alpha – 1 Year
1.95%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.37%
10.66%
Volatility – 3 Years
—
—
Beta – 1 Year
0.71
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.03
0.14
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.66%
−7.47%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 47% · M 38% · S 37%
L 46% · M 15% · S 20%
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%
Bharti Airtel Ltd · 5.78%
HDFC Bank Ltd · 4.14%
Apollo Hospitals Enterprise Ltd · 3.93%
Reliance Industries Ltd · 3.82%
ICICI Bank Ltd · 3.67%
Top Sectors
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Financial Services · 30.04%
Healthcare · 8.83%
Automobile and Auto Components · 7.22%
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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