PMS · Multi Asset · Multi Asset
SKG India Value
Fund size₹7 Cr
IRRSince inception2.56%
1Y return-23.31%
Fund age2 yrs
Growth of₹Cr
SKG India Value
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| SKG India Value | — | −23.31% | 2.58% | — | — | 2.56% |
| Nifty 500 | −8.38% | 3.85% | 13.33% | — | — | 13.55% |
| Excess over benchmark | — | −27.16% | −10.75% | — | — | −10.99% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2025.
Risk : What you take on to earn the return
Volatility
30.69%
Benchmark approx 7.56%
A standard deviation reflecting historical swings.
Sensitivity
2.03
Beta vs benchmark 1.00 · 103% more reactive
How strongly the scheme moves with the index.
Risk-reward
−0.89
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −43.68%. It has not yet recovered.
Max drawdowns
−43.68%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −43.68% | – | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak–
Trough–
Depth−43.68%
Fell over–
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Jul 2025
Let's start a
conversation
conversation
- Compare this PMS against 3,000+ others with our research desk
- Build a long-term portfolio around your goals, not a one-off buy
- Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.