IA Insight Report
IA Insight REPORT

Concentrated Portfolio Approach

Investment Approach Details

₹1.84

(AUM CR)
   

Swyom Advisors Limited

Nifty 50 TRI

Equity

Equity

13/09/2024

6 Months

5000000

NA

NA

NA

   

The purpose of this approach would be to endeavor to generate absolute alpha and superior risk adjusted returns for client by investing in an alpha focused, benchmark agnostic multi- cap portfolio. We will use our proprietary 5P assessment framework to identify long term investment ideas. We will also compliment this with a number of tactical investments and special situation opportunities to maximize the portfolio return and balance the risk, depending on the situation of the markets.

Fund Manager Details

Purves Sanjiv Chaudhari

NA

purves.chaudhari@swyom.com

NA

NA

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 28/02/2025

0.13

NA