Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs Shepherds Hill Private Investment Fund
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
Shepherds Hill Private Investment Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.09%
0.53%
6 Months
18.59%
1.93%
1 Year
13.52%
2.26%
3 Years
21.40%
21.22%
5 Years
19.51%
19.84%
Since Inception
19.97%
18.74%
Fund Age
8 yrs 11 mo
7 yrs 3 mo
AUM
₹1,046 Cr
₹172.22 Cr
Alpha – 1 Year
9.76%
0.31%
Alpha – 3 Years
10.51%
10.56%
Information Ratio – 3 Years
0.93
0.56
Volatility – 1 Year
21.83%
7.84%
Volatility – 3 Years
21.15%
11.45%
Beta – 1 Year
1.13
0.37
Beta – 3 Years
1.18
0.42
Sharpe Ratio – 1 Year
0.44
-0.71
Sharpe Ratio – 3 Years
0.78
1.28
Worst Rolling Year
6.29%
12.75%
Value at Worst Rolling Year
₹1.06 Cr
₹1.13 Cr
Deepest Drawdown
−24.32%
−6.25%
Recovery Period
549 days
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.89%
31.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 19% · S 37%
L 10% · M 4% · S 53%
Number of Stocks
—
16
Portfolio P/E
29.80
—
Top 5 Holdings
Solar Industries India Ltd · 5.50%
Oracle Financial Services Software Ltd · 5.10%
Polycab India Ltd · 5.00%
Bajaj Auto Ltd · 4.00%
Muthoot Finance Ltd · 3.70%
—
Top Sectors
—
—
Fixed Fee
—
—
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
10% / 8% / 6%