Alternative Investment Funds (AIF)Compare Schemes
Alchemy - Leaders of Tomorrow vs Shepherds Hill Private Investment Fund
Add SchemeGrowth of ₹1 Crore
Alchemy - Leaders of Tomorrow
Shepherds Hill Private Investment Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.7%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
0.53%
6 Months
20.58%
1.93%
1 Year
11.33%
2.26%
3 Years
17.97%
21.22%
5 Years
17.37%
19.84%
Since Inception
15.42%
18.74%
Fund Age
8 yrs 6 mo
7 yrs 3 mo
AUM
₹935.28 Cr
₹172.22 Cr
Alpha – 1 Year
9.38%
0.31%
Alpha – 3 Years
7.32%
10.56%
Information Ratio – 3 Years
0.66
0.56
Volatility – 1 Year
24.59%
7.84%
Volatility – 3 Years
19.99%
11.45%
Beta – 1 Year
1.25
0.37
Beta – 3 Years
1.13
0.42
Sharpe Ratio – 1 Year
0.32
-0.71
Sharpe Ratio – 3 Years
0.65
1.28
Worst Rolling Year
6.04%
12.75%
Value at Worst Rolling Year
₹1.06 Cr
₹1.13 Cr
Deepest Drawdown
−22.30%
−6.25%
Recovery Period
91 days
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
31.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 25% · S 45%
L 10% · M 4% · S 53%
Number of Stocks
31
16
Portfolio P/E
63.61
—
Top 5 Holdings
Avalon Technologies Ltd · 7.05%
BSE Ltd · 6.06%
Dixon Technologies (India) Ltd · 6.03%
Multi Commodity Exchange of India Ltd · 5.52%
KDDL Ltd · 5.29%
—
Top Sectors
Financial Services · 26.68%
Capital Goods · 19.55%
Consumer Durables · 13.22%
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Fixed Fee
—
—
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
10% / 8% / 6%