Swyom India Alpha Fund

Fund Snapshot

Particulars	Particulars	SIAF
Average Excess Return	4.1%	18.3%
Standard Deviation	12.5%	20.7%
Sharpe Ratio	0.35	0.88

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About Fund Manager

Mr. Radha Raman Agarwal:MD & CEO

Raman is a rank holder CA and a commerce graduate from St. Xavier’s College with 20+ years of strong experience in various areas of finance.
His experience with Asian Paints & Pidilite over the past two decades enabled him to develop a strong grip and understanding of high-performing businesses.
During his enduring tenure, Raman witnessed these strong businesses’ growth, expansion & peak phases. So, he accurately understands what it takes to become one and which companies are in the running.
Raman has founded Swyom with a vision of creating value for stakeholders through his deep frontline experience at successfully driven corporates and his lifelong passion for equity markets
Under his mastership, Swyom has designed a robust proprietary framework for the identification of compounder stocks at an early stage-given his exposure underneath such highly growth-oriented corporate giants

Our Key Services

AIF (Swyom India Alpha Fund)

PMS (Swyom India Opportunities Fund)

Corporate Advisory

What Are Investors Looking For?

DIVERSIFICATION

UNIQUE STRATEGY

CONSISTENT PERFORMANCE

HIGH RANKING AMONG PEERS

PROFESSIONAL MANAGEMENT WITH A STRONG TEAM

TRANSPARENCY

Robust 360° Investment Strategy

1.Long Term Investing (Multi – cap) –

➢ The strategy involves identifying businesses with strong earnings growth over longer time frames
➢ Rigorous screening criteria based on our proprietary assessment

2. Special Situations (Corporate Action)-

➢ Opportunistic strategy that aims at investing in companies or assets
➢ Deep understanding of the relevant industries and markets to capitalize on market inefficiencies

3. Unlisted Equity-

➢ Unlisted companies acquired at attractive valuations offer high growth potential
➢ Deep research to identify potential winners

Our USP and Driving Philosophy

Inspired by successfully driven corporates with a strong value creation history.

Founders’ deep experience in Asian Paints and Pidilite helping understand the underlying DNA of consistently compounding businesses.

Passion for equity markets with a deep understanding of fundamentals and proprietary models to evaluate and spot resilient businesses early.

Our Robust Risk Management Framework

Sectors –

• Overall sector agnostic (not exceeding 25% in any one sector)
• Characteristics we look for – Macro Tailwinds, Strong expected growth backed by clear triggers, Regulatory/Government support.

Size & Type –

• Multi-cap with optimal mix of large, mid and small caps
• Listed Equity: 70%-80%
• Unlisted Equity: 0%-20% (not exceeding 30% as per internal strategy)

Diversification –

• Long Term: 15-20 holdings (not exceeding 10% in a particular stock)
• Special Situation: 4-10 holdings
• Unlisted Equity: 5-10 holdings

Holding Period –

• Long Term: 2-3 years
• Special Situation: 1-12 months
• Unlisted Equity: 6-18 months (Late-stage Companies)

Weightage –

• Long Term Investing: 50-60%
• Special Situation: 20-30%
• Unlisted Equity: 10-20%

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Fund Overview

Our multi strategy approach and timely execution has helped our fund restrict major drawdowns and outperform benchmark consistently. We remain committed towards our long-term goals and investment philosophy of generating superior risk-adjusted returns.

We have managed our portfolio with discipline and delivered outperformance across all time frames. As we step into FY26, our commitment and focus on active management gets even more stronger, positioning us well to capture emerging opportunities and create long-term value.

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FAQ's

Swyom India Alpha Fund CAT IIIAIF

About Company

ALTERNATIVE INVESTMENT FUND (AIF)

Portfolio Management Services (PMS)