Alternative Investment Funds (AIF)Compare Schemes
A9 Finsight - Finavenue Growth Fund vs Shepherds Hill Private Investment Fund
Add SchemeGrowth of ₹1 Crore
A9 Finsight - Finavenue Growth Fund
Shepherds Hill Private Investment Fund
Return for the risk
3 yrs return
15%
20%
25%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.00%
0.53%
6 Months
15.47%
1.93%
1 Year
3.91%
2.26%
3 Years
—
21.22%
5 Years
—
19.84%
Since Inception
50.76%
18.74%
Fund Age
3 yrs
7 yrs 3 mo
AUM
₹538 Cr
₹172.22 Cr
Alpha – 1 Year
−3.73%
0.31%
Alpha – 3 Years
—
10.56%
Information Ratio – 3 Years
—
0.56
Volatility – 1 Year
25.22%
7.84%
Volatility – 3 Years
26.92%
11.45%
Beta – 1 Year
0.97
0.37
Beta – 3 Years
—
0.42
Sharpe Ratio – 1 Year
0.05
-0.71
Sharpe Ratio – 3 Years
1.48
1.28
Worst Rolling Year
50.56%
12.75%
Value at Worst Rolling Year
₹1.51 Cr
₹1.13 Cr
Deepest Drawdown
−22.57%
−6.25%
Recovery Period
122 days
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
50.56%
31.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 10% · M 4% · S 53%
Number of Stocks
74
16
Portfolio P/E
—
—
Top 5 Holdings
Monolithisch India Ltd · 4.05%
Wockhardt Ltd · 3.88%
Steel Strips Wheels Ltd · 3.66%
Greaves Cotton Ltd · 3.55%
Bai-Kakaji Polymers Ltd · 2.62%
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
20% of profit, above 12%
Variable Plan
Exit Load (Y1 / Y2 / Y3)
– / 1% / –
10% / 8% / 6%