Alternative Investment Funds (AIF)Compare Schemes
Abakkus Growth Fund - 2 vs Shepherds Hill Private Investment Fund
Add SchemeGrowth of ₹1 Crore
Abakkus Growth Fund - 2
Shepherds Hill Private Investment Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.06%
0.53%
6 Months
7.54%
1.93%
1 Year
10.79%
2.26%
3 Years
13.32%
21.22%
5 Years
—
19.84%
Since Inception
15.88%
18.74%
Fund Age
4 yrs 8 mo
7 yrs 3 mo
AUM
₹2,666.69 Cr
₹172.22 Cr
Alpha – 1 Year
9.27%
0.31%
Alpha – 3 Years
3.22%
10.56%
Information Ratio – 3 Years
0.24
0.56
Volatility – 1 Year
21.79%
7.84%
Volatility – 3 Years
17.73%
11.45%
Beta – 1 Year
1.25
0.37
Beta – 3 Years
1.07
0.42
Sharpe Ratio – 1 Year
0.32
-0.71
Sharpe Ratio – 3 Years
0.48
1.28
Worst Rolling Year
13.01%
12.75%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−23.31%
−6.25%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.20%
31.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 47% · M 25% · S 26%
L 10% · M 4% · S 53%
Number of Stocks
31
16
Portfolio P/E
23.45
—
Top 5 Holdings
Sun Pharmaceutical Industries Ltd · 5.72%
Oracle Financial Services Software Ltd · 5.23%
IIFL Finance Ltd · 5.12%
Bharti Airtel Ltd · 4.95%
PNB Housing Finance Ltd · 4.89%
—
Top Sectors
Financial Services · 27.71%
Metals & Mining · 11.01%
Healthcare · 9.43%
—
Fixed Fee
—
—
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
10% / 8% / 6%