Alternative Investment Funds (AIF)Compare Schemes
I Wealth - I Wealth Fund 2 vs Skg India Small & Midcap Fund
Add SchemeGrowth of ₹1 Crore
I Wealth - I Wealth Fund 2
Skg India Small & Midcap Fund
1 Month
4.76%
7.42%
6 Months
23.06%
23.73%
1 Year
58.27%
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3 Years
21.99%
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5 Years
30.71%
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Since Inception
23.77%
19.01%
Fund Age
2 yrs 9 mo
9 mo
AUM
₹200 Cr
₹20.31 Cr
Alpha – 1 Year
31.96%
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Alpha – 3 Years
5.45%
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Information Ratio – 3 Years
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Volatility – 1 Year
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Volatility – 3 Years
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Beta – 1 Year
—
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Beta – 3 Years
—
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Sharpe Ratio – 1 Year
—
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Sharpe Ratio – 3 Years
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Worst Rolling Year
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Value at Worst Rolling Year
—
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Deepest Drawdown
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Recovery Period
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1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
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L 11% · M 29% · S 48%
Number of Stocks
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35
Portfolio P/E
—
77.57
Top 5 Holdings
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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
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Automobile and Auto Components · 19.22%
Financial Services · 18.01%
Consumer Durables · 16.68%
Fixed Fee
1.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
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