Alternative Investment Funds (AIF)Compare Schemes
Nippon - The 5 Trillion Dollar Opportunity vs Skg India Small & Midcap Fund
Add SchemeGrowth of ₹1 Crore
Nippon - The 5 Trillion Dollar Opportunity
Skg India Small & Midcap Fund
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 500 Index · 11.2%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.65%
7.42%
6 Months
2.29%
23.73%
1 Year
−0.68%
—
3 Years
11.13%
—
5 Years
11.10%
—
Since Inception
17.68%
19.01%
Fund Age
1 yr 11 mo
9 mo
AUM
—
₹20.31 Cr
Alpha – 1 Year
−3.08%
—
Alpha – 3 Years
−0.07%
—
Information Ratio – 3 Years
-0.09
—
Volatility – 1 Year
14.64%
—
Volatility – 3 Years
13.98%
—
Beta – 1 Year
0.82
—
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
-0.45
—
Sharpe Ratio – 3 Years
0.42
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 39% · M 15% · S 42%
L 11% · M 29% · S 48%
Number of Stocks
41
35
Portfolio P/E
31.71
77.57
Top 5 Holdings
ICICI Bank Ltd · 5.16%
Healthcare Global Enterprises Ltd · 4.45%
Mahindra & Mahindra Ltd · 4.40%
Coforge Ltd · 4.25%
Cash & Cash Equivalent · 3.80%
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
Financial Services · 35.44%
Automobile and Auto Components · 11.39%
Healthcare · 9.90%
Automobile and Auto Components · 19.22%
Financial Services · 18.01%
Consumer Durables · 16.68%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—