Alternative Investment Funds (AIF)Compare Schemes
Carnelian Structural Shift Fund vs Shepherds Hill Private Investment Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Structural Shift Fund
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
1.67%
0.53%
6 Months
25.48%
1.93%
1 Year
12.76%
2.26%
3 Years
21.04%
21.22%
5 Years
—
19.84%
Since Inception
23.65%
18.74%
Fund Age
4 yrs 3 mo
7 yrs 3 mo
AUM
—
₹172.22 Cr
Alpha – 1 Year
10.81%
0.31%
Alpha – 3 Years
10.39%
10.56%
Information Ratio – 3 Years
0.59
0.56
Volatility – 1 Year
24.72%
7.84%
Volatility – 3 Years
22.61%
11.45%
Beta – 1 Year
1.24
0.37
Beta – 3 Years
1.14
0.42
Sharpe Ratio – 1 Year
0.38
-0.71
Sharpe Ratio – 3 Years
0.65
1.28
Worst Rolling Year
19.92%
12.75%
Value at Worst Rolling Year
₹1.20 Cr
₹1.13 Cr
Deepest Drawdown
−24.89%
−6.25%
Recovery Period
122 days
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.66%
31.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 7% · M 28% · S 64%
L 10% · M 4% · S 53%
Number of Stocks
—
16
Portfolio P/E
—
—
Top 5 Holdings
Laurus Labs Ltd · 10.00%
Biocon Ltd · 5.50%
Dynamatic Technologies Ltd · 5.00%
Bharat Heavy Electricals Ltd · 4.40%
Poly Medicure Ltd · 4.10%
—
Top Sectors
—
—
Fixed Fee
—
—
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
10% / 8% / 6%