Alternative Investment Funds (AIF)Compare Schemes
SAMEEKSHA INDIA EQUITY FUND vs Skg India Small & Midcap Fund
Add SchemeGrowth of ₹1 Crore
SAMEEKSHA INDIA EQUITY FUND
Skg India Small & Midcap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.04%
7.42%
6 Months
14.10%
23.73%
1 Year
7.50%
—
3 Years
22.84%
—
5 Years
—
—
Since Inception
23.58%
19.01%
Fund Age
4 yrs 5 mo
9 mo
AUM
₹1,282.88 Cr
₹20.31 Cr
Alpha – 1 Year
4.52%
—
Alpha – 3 Years
10.95%
—
Information Ratio – 3 Years
0.98
—
Volatility – 1 Year
21.85%
—
Volatility – 3 Years
16.29%
—
Beta – 1 Year
1.19
—
Beta – 3 Years
0.92
—
Sharpe Ratio – 1 Year
0.18
—
Sharpe Ratio – 3 Years
0.98
—
Worst Rolling Year
22.35%
—
Value at Worst Rolling Year
₹1.22 Cr
—
Deepest Drawdown
−17.55%
—
Recovery Period
91 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
28.61%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 23% · M 12% · S 64%
L 11% · M 29% · S 48%
Number of Stocks
—
35
Portfolio P/E
—
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
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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