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Swyom India Alpha Fund AIF Strategy is a CAT III – LONG ONLY Alternative Investment Fund with a focused equity investment approach.

It follows the benchmark NIFTY 500 and has delivered a 1-year return of 17.42%. The strategy emphasises investing in high-quality businesses with long-term growth potential.

The total AUM of the fund stands at an Undisclosed Amount, reflecting strong investor confidence.

The Swyom India Alpha Fund AIF Investment Approach aims to generate sustainable returns by identifying businesses led by visionary founders.

This disciplined, research-driven strategy aligns with Swyom’s philosophy of quality and conviction-based investing.

Swyom India Alpha Fund AIF Strategy or Investment Approach - AIF Details

Strategy Name

India Alpha Fund

Start Date

08 September 2023

Category

CAT III - LONG SHORT

Benchmark

NIFTY 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.1 Crore

Fund Manager

Mr Radha Raman Agarwal

1 Yr. Return

17.42%

3 Yr. Return

NA

5 Yr. Return

NA

Swyom India Alpha Fund Alternative Investment Fund - Fund Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

1 Yrs, 7 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Swyom India Alpha Fund AIF Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value

Variable AMC

NA

Variable Profit Sharing

NA

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Swyom India Alpha Fund AIF Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

Check out Business Opportunities with Similar Brands

Swyom India Alpha Fund Alternative Investment Fund Strategy - Top 5 Sectors

Non Banking Financial Company (NBFC)

Not Disclosed

Oil, Gas & Consumable Fuels

Not Disclosed

Auto & Auto Ancillaries

Not Disclosed

Metal & Minerals

Not Disclosed

Metals

Not Disclosed

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