Alternative Investment Funds (AIF)Compare Schemes
Skg India Small & Midcap Fund vs WHITESPACE FUND 3 - HYBRID PLUS
Add SchemeGrowth of ₹1 Crore
Skg India Small & Midcap Fund
WHITESPACE FUND 3 - HYBRID PLUS
Return for the risk
1 yr return
5%
10%
15%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
7.42%
1.88%
6 Months
23.73%
2.95%
1 Year
—
8.33%
3 Years
—
—
5 Years
—
—
Since Inception
19.01%
7.07%
Fund Age
9 mo
2 yrs
AUM
₹20.31 Cr
—
Alpha – 1 Year
—
4.13%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
11.52%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.21
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
-0.82
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−8.22%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 11% · M 29% · S 48%
L 50%
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%
HDFC Bank Ltd · 3.55%
ICICI Bank Ltd · 3.14%
Reliance Industries Ltd · 2.75%
Bharti Airtel Ltd · 1.86%
Larsen & Toubro Ltd · 1.44%
Top Sectors
Automobile and Auto Components · 19.22%
Financial Services · 18.01%
Consumer Durables · 16.68%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%