Alternative Investment Funds (AIF)Compare Schemes
Skg India Small & Midcap Fund vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
Skg India Small & Midcap Fund
YES Wealth Maximiser AIF
Return for the risk
1 yr return
0%
5%
10%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
7.42%
1.92%
6 Months
23.73%
6.21%
1 Year
—
5.06%
3 Years
—
—
5 Years
—
—
Since Inception
19.01%
18.57%
Fund Age
9 mo
2 yrs 5 mo
AUM
₹20.31 Cr
—
Alpha – 1 Year
—
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
10.66%
Volatility – 3 Years
—
—
Beta – 1 Year
—
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.14
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−7.47%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 11% · M 29% · S 48%
L 46% · M 15% · S 20%
Number of Stocks
35
—
Portfolio P/E
77.57
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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%
Bharti Airtel Ltd · 5.78%
HDFC Bank Ltd · 4.14%
Apollo Hospitals Enterprise Ltd · 3.93%
Reliance Industries Ltd · 3.82%
ICICI Bank Ltd · 3.67%
Top Sectors
Automobile and Auto Components · 19.22%
Financial Services · 18.01%
Consumer Durables · 16.68%
Financial Services · 30.04%
Healthcare · 8.83%
Automobile and Auto Components · 7.22%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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