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Swyom India Alpha Fund

A Category III Long-Short Alternative Investment Fund

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Fund Performance

Particulars % Return*
Nifty 500 29.01%
Nifty Mid Cap 150 35.79%
Nifty Small Cap 250 38.36%
 Swyom India Alpha Fund (Multicap) 54.96%
*Indicates gross absolute returns from 8th Sep 23 – 30th June 24

Investment Strategy

Long Term Investing
(F-U-M-C Framework)

  • The strategy involves stock analysis basis on four different perspectives giving equal weightage to each parameter.
  • Stringent screening criteria based on our proprietary Z- score assessment.

Short Term Investing
(Event Driven)

  • Opportunistic strategy that aims at investing in companies or assets that are likely to be affected by significant corporate events.
  • Deep understanding of the relevant industries and markets to capitalize on market inefficiencies.

Hedging

  • Hedging is a defensive strategy used to offset potential losses from investments.
  • Hedging strategies are used to manage risk and potentially profit from the market movements.

Our USP

Focus on Key Corporate events

It is the strategy via which absolute returns are generated by tracking and investing when significant corporate events take place, supplemented by other opportunities that exhibit similar risk, return and time horizon characteristics.
Following are the key corporate events we focus on:

  • Mergers and Acquisitions
  • Share Buyback
  • Earning Announcements
  • Bonus Issues
  • Litigation Outcomes

Our Goal

The goal of event-driven investing is to identify mispricing in the market caused by the event and to capitalize on them.

Strategy Execution

Under this strategy an extensive research on the event and the companies involved is conducted and is analyzed to determine the potential impact on their stock prices, to hedge their positions or enhance their returns.

Strong Expertise

This strategy is generally considered to be more complex and therefore requires expert knowledge and involves continuous monitoring and evaluation.

Investment Framework

Sector

– Overall sector agnostic.

– Concentrated bets on high potential companies with strong corporate governance.

– Healthy mix of compounding stories and opportunistic bets.

Size
  • Multi-cap with optimal mix of large, mid and small caps.
Concentration
  • Long Term: 15-20 holdings.
  • Short term (event driven): 4-10 holdings.
  • Hedging : 5-15 holdings.
Holding Period
  • Long Term: 2+ years
  • Short term (event driven): 1-12 months
  • Hedging : 1-12 months
Portfolio Weightage
  • Long Term: 60-80%
  • Short term (event driven): 10-30%
  • Hedging : 10-30%

Active Investment Process with
Clearly Defined Criteria Across All Phases

Why Invest in Us?

1 - Sector agnostic

Sector agnostic

Focus on companies with
strong fundamentals
2 - Multi-cap

Multi-cap

With optimal mix of large,
mid and small cap companies
3 - Multi-strategy

Multi-strategy

  • Long term
  • Event based
  • Hedging
4 - Focus on Fundamentals

Focus on Fundamentals

~60-80% deployment in strong
companies with good corporate governance
& consistent financial performance
5 - Hedging Risk

Hedging Risk

Appropriate stock specific hedging to
reduce overall portfolio risk

Swyom India Alpha Fund is a SEBI registered category III AIF, focused on a mix of long and short-term strategies to maximize investor returns.

Key Fund Facts

Key Fund Facts
AIF
Swyom Advisors Alternative Investment Trust
Scheme
Swyom India Alpha Fund
Investment Manager
Swyom Advisors Limited
Sponsor
Swyom Advisors Limited
Sponsor Commitment
5% of fund's corpus or 10 Cr whichever is lower
Nature of Fund
AIF Category III, Open Ended Fund
Exit Load
Within 1 year
3%
Within 2 years
2%
Within 3 years
1%
After 3 years
Nil
Leverage
2X AUM of the Fund
Profit Sharing(1)
20%
Fees
Hurdle Rate
10% (Pre-tax)
Management fees
1.50%
Administrative cost
0.25%
Set up fees
1%
Note: Subject to high watermark

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    © 2024 SWYOM – Advisors LTD | Developed by Savit.

    Fund Performance

    Particulars % Return*
    Nifty 500 29.01%
    Nifty Mid Cap 150 35.79%
    Nifty Small Cap 250 38.36%
     Swyom India Alpha Fund (Multicap) 54.96%
    *Indicates gross absolute returns from 8th Sep 23 – 30th June 24