Alternative Investment Funds (AIF)Compare Schemes
D&B - India Opportunities Multicap Fund vs Shepherds Hill Private Investment Fund
Add SchemeGrowth of ₹1 Crore
D&B - India Opportunities Multicap Fund
Shepherds Hill Private Investment Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Index · 7.7%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.06%
0.53%
6 Months
11.89%
1.93%
1 Year
7.39%
2.26%
3 Years
13.60%
21.22%
5 Years
11.50%
19.84%
Since Inception
13.94%
18.74%
Fund Age
6 yrs 8 mo
7 yrs 3 mo
AUM
₹134.68 Cr
₹172.22 Cr
Alpha – 1 Year
8.81%
0.31%
Alpha – 3 Years
5.90%
10.56%
Information Ratio – 3 Years
0.41
0.56
Volatility – 1 Year
19.90%
7.84%
Volatility – 3 Years
17.79%
11.45%
Beta – 1 Year
1.00
0.37
Beta – 3 Years
1.00
0.42
Sharpe Ratio – 1 Year
0.18
-0.71
Sharpe Ratio – 3 Years
0.47
1.28
Worst Rolling Year
7.35%
12.75%
Value at Worst Rolling Year
₹1.07 Cr
₹1.13 Cr
Deepest Drawdown
−20.98%
−6.25%
Recovery Period
488 days
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
31.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 18% · S 37%
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%