Alternative Investment Funds (AIF)Compare Schemes
Amrit Kaal Opportunities Fund vs Shepherds Hill Private Investment Fund
Add SchemeGrowth of ₹1 Crore
Amrit Kaal Opportunities Fund
Shepherds Hill Private Investment Fund
Return for the risk
3 yrs return
15%
20%
25%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.89%
0.53%
6 Months
19.02%
1.93%
1 Year
11.38%
2.26%
3 Years
—
21.22%
5 Years
—
19.84%
Since Inception
13.12%
18.74%
Fund Age
2 yrs 2 mo
7 yrs 3 mo
AUM
—
₹172.22 Cr
Alpha – 1 Year
6.86%
0.31%
Alpha – 3 Years
—
10.56%
Information Ratio – 3 Years
—
0.56
Volatility – 1 Year
25.58%
7.84%
Volatility – 3 Years
—
11.45%
Beta – 1 Year
1.07
0.37
Beta – 3 Years
—
0.42
Sharpe Ratio – 1 Year
0.33
-0.71
Sharpe Ratio – 3 Years
—
1.28
Worst Rolling Year
—
12.75%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−18.56%
−6.25%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
31.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 20% · M 7% · S 61%
L 10% · M 4% · S 53%
Number of Stocks
20
16
Portfolio P/E
27.55
—
Top 5 Holdings
Premium Plast Ltd · 10.88%
Gem Aromatics Ltd · 10.15%
QMS Medical Allied Services Ltd · 8.65%
Genus Power Infrastructures Ltd · 7.74%
Iris Clothings Ltd · 7.63%
—
Top Sectors
Automobile and Auto Components · 20.11%
Healthcare · 13.67%
Capital Goods · 11.50%
—
Fixed Fee
—
—
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
10% / 8% / 6%