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Swyom India Alpha Fund CAT III AIF

A Robust 360°Investment Strategy is Designed to Maximize Alpha for Investors
Long Strategy Driven by Swyom Advisors Proprietary F-U-M-C Framework

Minimum Investment : ₹1Crore

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Swyom Advisors

About Swyom Advisors

Swyom Advisors is a SEBI Registered CAT-III Alternative Investment Fund and Portfolio Management Service provider, with a long-term commitment to serving you and your financial goals as your Growth Catalyst.

Swyom Advisors USP & Driving Philosophy

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

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

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

Investment Principles

  1. Focus on capital preservation followed by consistent risk-adjusted returns
  2. Seek long-term outperformance over short-term market irrationality 
  3. Explore alpha-generating opportunities in the market 
  4. Being contrarian when risk-reward is compelling 
  5. Focus on active but patient investing for long-term wealth creation

Investment Style

  • A unique mix of fundamental long equities. 
  • Short-term plans (event-based/corporate action/hedging etc.)
  • Use financial and qualitative analysis tools along with market scuttlebutt to evaluate the quality of a business and its promoters
  • Swyom prefers a focused portfolio over a diversified portfolio.
  • Swyom tend not to pick more than 2–3 companies from a single sector. 
  • Sector agnostic
  • A healthy mix of compounding stories and opportunistic bets.

Swyom Advisors Investment Strategy

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

  • The strategy involves stock analysis based on four perspectives giving equal weightage to each parameter.
  • Rigorous screening criteria based on our proprietary assessment

Short Term Investing (Event Driven)

  • The opportunistic strategy 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.

Unlisted Equity

  • Unlisted investments include a variety of options, including equity in private companies and pre-IPO shares.
  • Unlisted companies acquired at lower prices offer significant growth potential and help in diversification beyond traditional or listed companies.

Swyom Advisors Investment Framework

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 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.

Why Invest with Swyom Advisors?

Swyom India Alpha Fund is a SEBI-registered Category III- AIF focused on actively managing long and short-term strategies to maximize investor returns.

Multi-Strategy

Healthy mix of compounding stories and opportunistic bets

Multi Cap

With an optimal mix of large, mid, and small-cap companies

Sector Agnostic

Considering opportunities across a wide range of cyclical or turnaround industries

Hedging Risks

Appropriate stock-specific hedging to reduce overall portfolio risk

Focus on fundamentals

Companies with strong earning potential and solid business moat

Performance Of Renaissance Absolute Return Alpha Portfolio Over The Last 3 Years
In Navigating Volatile Markets

*Data as of June 2024

Past performance may or may not sustain in the future. Investment in the AIF & PMS is subject to market risk, please read all the documents before investing. AIF & PMS Experts India do not guarantee any kind of returns

Pro Analysis for Smarter Investments & Risk Control?

SpeakerMr. Sunil Singhania (Founder & Abakkus Asset Management)
HostVikas Agrawal (AIF & PMS Experts India Pvt Ltd.)

SpeakerMr. Pankaj Murarka (Director & CIO, Renaissance Investment Managers)
HostVikas Agrawal (Founder & CEO, AIF & PMS Experts India Pvt Ltd.)

Why AIF&PMS Experts?

Over 350 investors
have invested in
our process

Over ₹500 crores
have been invested using
our process

Trusted by
investors across
10 countries

Over 15,000 investors
use our tools before
deciding to invest

Process-driven returns

Invest with confidence in our proven process, as we meticulously follow a robust framework for selecting fund managers and portfolios of Alternative Investment Funds (AIF) and Portfolio Management Service (PMS) Funds. We refer to it as the 3Is of investing, where we add the third ‘I’ (eye) of scrutiny, focusing on Investment Manager Style, Investment Portfolio Quality, and Investment Performance Consistency.

Investment
Style

Clear, adaptable strategies aligned with investor goals, crucial for navigating market fluctuations and capitalizing on opportunities.

Investment
Quality

Fundamental analysis focuses on a company’s intrinsic value, management, competitive edge, and financial health for sustainable portfolio growth.

Investment
Performance

Emphasizing consistent, risk-adjusted returns, and effective drawdown management to achieve long-term growth while preserving capital.

Client Testimonial

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Ampersand

Frequently Asked Questions

The Ampersand Growth Opportunities Fund is a multi-cap investment scheme focused on targeting growth-oriented companies with scalable business models. It aims to deliver superior returns by balancing investments between large-cap and mid/small-cap stocks.

The minimum investment for the Ampersand Growth Opportunities Fund is INR 1 crore, with the flexibility for investors to make top-ups at their discretion.

The fund follows a balanced allocation strategy, investing in both large-cap stocks for steady returns and mid/small-cap stocks for higher growth potential. It focuses on companies with strong growth prospects, proven capital allocation practices, and a competitive advantage.

The Ampersand Growth Opportunities Fund has a 12-month lock-in period, which ensures a long-term commitment to building value while mitigating short-term volatility.

Investments in the Ampersand Growth Opportunities Fund are tax-free in the hands of investors, providing a significant tax advantage on the returns generated.

If you have any queries, please contact Mr. Devanshu (AIFPMS VP) at +91 95616 10108 or email us at vikas@aifpms.com

We are here to manage your finance with experience

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