Alternative Investment Funds (AIF)Compare Schemes
I Wealth - I Wealth Fund 1 vs Skg India Small & Midcap Fund
Add SchemeGrowth of ₹1 Crore
I Wealth - I Wealth Fund 1
Skg India Small & Midcap Fund
Return for the risk
3 yrs return
15%
20%
25%
30%
35%
NIFTY 50 Index · 19.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
7.42%
6 Months
10.60%
23.73%
1 Year
55.60%
—
3 Years
27.08%
—
5 Years
—
—
Since Inception
24.03%
19.01%
Fund Age
3 yrs 6 mo
9 mo
AUM
—
₹20.31 Cr
Alpha – 1 Year
19.50%
—
Alpha – 3 Years
7.95%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
18.93%
—
Volatility – 3 Years
15.34%
—
Beta – 1 Year
1.03
—
Beta – 3 Years
0.30
—
Sharpe Ratio – 1 Year
2.27
—
Sharpe Ratio – 3 Years
1.40
—
Worst Rolling Year
21.02%
—
Value at Worst Rolling Year
₹1.21 Cr
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.36%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 11% · M 29% · S 48%
Number of Stocks
—
35
Portfolio P/E
0.00
77.57
Top 5 Holdings
—
OBSC Perfection Ltd · 18.19%
Sri Lotus Developers & Realty Ltd · 9.21%
YOGIJI DIGI LIMITED EQ · 8.60%
BHARAT Bond ETF - April 2030 · 8.34%
LG Electronics India Ltd · 7.41%
Top Sectors
—
Automobile and Auto Components · 19.22%
Financial Services · 18.01%
Consumer Durables · 16.68%
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—