Alternative Investment Funds (AIF)Compare Schemes
BCAD vs Shepherds Hill Private Investment Fund
Add SchemeGrowth of ₹1 Crore
BCAD
Shepherds Hill Private Investment Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.65%
0.53%
6 Months
7.97%
1.93%
1 Year
3.52%
2.26%
3 Years
10.44%
21.22%
5 Years
—
19.84%
Since Inception
10.90%
18.74%
Fund Age
4 yrs 11 mo
7 yrs 3 mo
AUM
—
₹172.22 Cr
Alpha – 1 Year
0.54%
0.31%
Alpha – 3 Years
−1.45%
10.56%
Information Ratio – 3 Years
-0.09
0.56
Volatility – 1 Year
16.33%
7.84%
Volatility – 3 Years
15.51%
11.45%
Beta – 1 Year
0.89
0.37
Beta – 3 Years
0.92
0.42
Sharpe Ratio – 1 Year
-0.06
-0.71
Sharpe Ratio – 3 Years
0.37
1.28
Worst Rolling Year
8.48%
12.75%
Value at Worst Rolling Year
₹1.08 Cr
₹1.13 Cr
Deepest Drawdown
−16.99%
−6.25%
Recovery Period
518 days
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.54%
31.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 10% · M 4% · S 53%
Number of Stocks
—
16
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
—
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
10% / 8% / 6%