Alternative Investment Funds (AIF)Compare Schemes
Aditya Birla - India Equity Opportunities Fund vs Shepherds Hill Private Investment Fund
Add SchemeGrowth of ₹1 Crore
Aditya Birla - India Equity Opportunities Fund
Shepherds Hill Private Investment Fund
Return for the risk
3 yrs return
10%
15%
20%
25%
Nifty 500 · 13.2%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
0.53%
6 Months
6.80%
1.93%
1 Year
2.38%
2.26%
3 Years
13.18%
21.22%
5 Years
—
19.84%
Since Inception
14.39%
18.74%
Fund Age
4 yrs 7 mo
7 yrs 3 mo
AUM
₹196.51 Cr
₹172.22 Cr
Alpha – 1 Year
−1.17%
0.31%
Alpha – 3 Years
−0.04%
10.56%
Information Ratio – 3 Years
-0.04
0.56
Volatility – 1 Year
16.17%
7.84%
Volatility – 3 Years
16.05%
11.45%
Beta – 1 Year
0.85
0.37
Beta – 3 Years
0.91
0.42
Sharpe Ratio – 1 Year
-0.11
-0.71
Sharpe Ratio – 3 Years
0.52
1.28
Worst Rolling Year
12.74%
12.75%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−19.54%
−6.25%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.76%
31.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 30% · S 23%
L 10% · M 4% · S 53%
Number of Stocks
31
16
Portfolio P/E
40.67
—
Top 5 Holdings
Radico Khaitan Ltd · 7.91%
Garware Hi Tech Films Ltd · 5.32%
Bharat Forge Ltd · 5.12%
Axis Bank Ltd · 4.59%
Cash & Cash Equivalent · 4.48%
—
Top Sectors
Financial Services · 20.32%
Fast Moving Consumer Goods · 11.03%
Automobile and Auto Components · 10.29%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
10% / 8% / 6%