Alternative Investment Funds (AIF)Compare Schemes
Aarth.AIF Growth Fund vs Shepherds Hill Private Investment Fund
Add SchemeGrowth of ₹1 Crore
Aarth.AIF 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
−0.27%
0.53%
6 Months
18.61%
1.93%
1 Year
6.60%
2.26%
3 Years
—
21.22%
5 Years
—
19.84%
Since Inception
70.59%
18.74%
Fund Age
19 mo
7 yrs 3 mo
AUM
₹589 Cr
₹172.22 Cr
Alpha – 1 Year
0.33%
0.31%
Alpha – 3 Years
—
10.56%
Information Ratio – 3 Years
—
0.56
Volatility – 1 Year
31.55%
7.84%
Volatility – 3 Years
—
11.45%
Beta – 1 Year
1.29
0.37
Beta – 3 Years
—
0.42
Sharpe Ratio – 1 Year
0.34
-0.71
Sharpe Ratio – 3 Years
—
1.28
Worst Rolling Year
—
12.75%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−23.49%
−6.25%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
31.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 88%
L 10% · M 4% · S 53%
Number of Stocks
—
16
Portfolio P/E
—
—
Top 5 Holdings
Shree Refrigerations Ltd · 4.06%
Beezaasan Explotech Ltd · 2.67%
Accent Microcell Ltd · 2.33%
Cash UR Drive Marketing Limited · 2.28%
Amanta Healthcare Ltd · 2.13%
—
Top Sectors
—
—
Fixed Fee
—
—
Performance Fee / Plan
Variable Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
10% / 8% / 6%