Alternative Investment Funds (AIF)Compare Schemes
Alchemy Emerging Leaders of Tomorrow Series 2 vs Shepherds Hill Private Investment Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Emerging Leaders of Tomorrow Series 2
Shepherds Hill Private Investment Fund
Return for the risk
3 yrs return
10%
15%
20%
25%
Nifty 500 · 16.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.21%
0.53%
6 Months
25.75%
1.93%
1 Year
21.19%
2.26%
3 Years
21.75%
21.22%
5 Years
—
19.84%
Since Inception
26.64%
18.74%
Fund Age
4 yrs 9 mo
7 yrs 3 mo
AUM
₹347.11 Cr
₹172.22 Cr
Alpha – 1 Year
15.49%
0.31%
Alpha – 3 Years
5.69%
10.56%
Information Ratio – 3 Years
—
0.56
Volatility – 1 Year
28.04%
7.84%
Volatility – 3 Years
22.73%
11.45%
Beta – 1 Year
1.32
0.37
Beta – 3 Years
—
0.42
Sharpe Ratio – 1 Year
0.62
-0.71
Sharpe Ratio – 3 Years
0.74
1.28
Worst Rolling Year
19.15%
12.75%
Value at Worst Rolling Year
₹1.19 Cr
₹1.13 Cr
Deepest Drawdown
−24.97%
−6.25%
Recovery Period
426 days
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.50%
31.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 11% · M 12% · S 77%
L 10% · M 4% · S 53%
Number of Stocks
32
16
Portfolio P/E
55.36
—
Top 5 Holdings
Avalon Technologies Ltd · 6.72%
TD Power Systems Ltd · 6.68%
Cartrade Tech Ltd · 5.56%
Bharat Electronics Ltd · 5.42%
S J S Enterprises Ltd · 5.34%
—
Top Sectors
Capital Goods · 52.68%
Financial Services · 16.08%
Automobile and Auto Components · 8.29%
—
Fixed Fee
—
—
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
10% / 8% / 6%