ZFunds
For Experts
About Us
Contact Us
Start a Conversation
AIF
·
Equity
·
CAT III - LONG ONLY - SMALL CAP & MID CAP
Skg India Small & Midcap Fund
Fund size
₹20 Cr
IRR
Since inception
19.01%
Minimum investment
₹1 Crore
Fund age
9 mo
Talk to a Specialist
Download Factsheet
Fund Manager
Kush Gupta
Director , Fund Manager, SKG Investments Trust
He is an experienced wealth advisor managing over 100 Crores in AUM across direct Equities , Mutual Funds , AIFs and Bonds. He is also a registered Sub broker with SEBI having a clientele of over 250 individuals , and overseeing their portfolios. He adheres to a disciplined approach and process to fully understand his clients goals and then provide the best financial and investment counsel. Actively involved in connectimg with retail. HNI Investors to help them compound their welth.
Managing AUM
₹20 Cr
Growth of
₹
Cr
Skg India Small & Midcap
Since Inception
1Y
Returns: How it has done
Trailing returns
Calendar year
Scheme / Benchmark
YTD
1Y
2Y
3Y
5Y
Since inception
Skg India Small & Midcap
20.54%
—
—
—
—
19.01%
Nifty 500
−1.07%
—
—
—
—
19.01%
Excess over benchmark
21.61%
—
—
—
—
0.00%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Portfolio Details : Where the money actually sits
Stocks
35
P/E ratio
77.57
P/B ratio
4.48
Dividend yield
0.53%
Avg market cap
₹24,013 Cr
Median market cap
₹25,796 Cr
Asset class
Equity
Allocation
Style box
Sectors
Holdings
Market cap
Large cap
11.15%
Mid cap
29.20%
Small cap
47.90%
Cash & others
11.75%
As on 31 Jul 2026
Let's start a
conversation
Compare this AIF against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.
Start a conversation
Share a few details and an expert will reach out.
Zoom Call
Get a Call
Proceed
We will only use these details to contact you about this enquiry. No spam.