Swyom India Alpha Fund

A Category III Long-Short Alternative Investment Fund

Fund Performance

Particulars % Return*
Nifty 500 20.68%
Nifty Mid Cap 150 25.86%
Nifty Small Cap 250 26.36%
 Swyom India Alpha Fund (Multicap) 45.74%
*Indicates gross absolute returns from 8th Sep 23 – 31st May 24

Investment Strategy

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

Short Term Investing
(Event Driven)

Hedging

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:

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

Fund Performance

Particulars % Return*
Nifty 500 20.68%
Nifty Mid Cap 150 25.86%
Nifty Small Cap 250 26.36%
 Swyom India Alpha Fund (Multicap) 45.74%
*Indicates gross absolute returns from 8th Sep 23 – 31st May 24