- Category
- III
- Strategy
- Long-only
- Fund house
- SKG Investments Trust
SKG India Small and Midcap Fund
+36.87%
6-month return, after expenses and tax
Benchmark BSE 250 SmallCap TRI · data as of 31 Aug 2026
SKG India Small and Midcap Fund, a Category III long-only AIF from SKG Investments Trust, returned 36.87% (after expenses and tax) over six months to 31 Aug 2026. It began on 1 Oct 2025.
Key numbers
- AUM
- —
- Benchmark
- BSE 250 SmallCap TRI
- Launched
- 1 Oct 2025
- Min. investment
- ₹1 crore
- Returns basis
- After expenses and tax
Returns
| Period | This fund | BSE 250 SmallCap TRI |
|---|---|---|
| 1 month | +9.72% | +9.72% |
| 3 months | +26.08% | +26.08% |
| 6 months | +36.87% | +36.87% |
| Since inception | +30.58% | +2.23% |
After expenses and tax, as SKG Investments Trust reports them, to 31 Aug 2026. AIFs report returns on different bases, so compare like with like.
Fund details
- Category
- Category III
- Strategy
- Long-only
- Market-cap style
- Small and mid cap
- Asset type
- Equity
- Benchmark
- BSE 250 SmallCap TRI
- Fund manager
- Kush Gupta
Market-cap mix
- Large cap11.40%
- Mid cap23.47%
- Small cap52.04%
- Cash13.09%
The five largest holdings are 52.88% of the portfolio.
Investment approach
The primary objective of the Fund will be to carry on the activity of a Category III AIF as permissible under the Regulations in order to provide Contributors with superior risk adjusted returns by way of investments in listed equity (predominantly SME companies) and equity related securities of companies / issuers domiciled in India and debt instruments and Bonds issued by listed Indian enterprises in accordance with the Regulations and the Trust Documents.
The primary objective of the Fund will be to carry on the activity of a Category III AIF as permissible under the Regulations in order to provide Contributors with superior risk adjusted returns by way of investments in listed equity (predominantly SME companies) and equity related securities of companies / issuers domiciled in India and debt instruments and Bonds issued by listed Indian enterprises in accordance with the Regulations and the Trust Documents.
About the fund manager
Mr Kush Gupta — Director , Fund Manager
He is an experienced wealth advisor managing over 100 Crores in AUM across direct Equities , Mutual Funds , AIFs and Bonds. He is also a registered Sub broker with SEBI having a clientele of over 250 individuals , and overseeing their portfolios. He adheres to a disciplined approach and process to fully understand his clients goals and then provide the best financial and investment counsel. Actively involved in connectimg with retail. HNI Investors to help them compound their welth.
As the fund house describes it.
FAQs
What has SKG India Small and Midcap Fund returned?
36.87% (6-month return) to 31 Aug 2026, after expenses and tax, as SKG Investments Trust reports it. 1 month: 9.72%; 3 months: 26.08%; 6 months: 36.87%; Since inception: 30.58%.
What kind of AIF is SKG India Small and Midcap Fund?
A Category III AIF following a long-only strategy, with a small and mid cap style. Category III AIFs trade listed and unlisted securities and may use leverage and derivatives, including short positions.
What is the minimum investment in an AIF?
SEBI sets the minimum at ₹1 crore per investor (₹25 lakh for the fund’s own employees and directors). SKG India Small and Midcap Fund’s stated minimum is ₹1 crore.
Who manages SKG India Small and Midcap Fund?
SKG Investments Trust runs it; the fund manager is Kush Gupta.
How are AIF returns reported?
Each fund house reports its own returns on its own basis: SKG India Small and Midcap Fund’s are after expenses and tax. Bases differ from fund to fund, so compare like with like.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. AIF investments carry higher minimums and risks; read the private placement memorandum.
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