Alternative Investment Funds (AIF)Compare Schemes
Incred-Emerging Business Fund vs Shepherds Hill Private Investment Fund
Add SchemeGrowth of ₹1 Crore
Incred-Emerging Business Fund
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
7.88%
0.53%
6 Months
11.46%
1.93%
1 Year
2.58%
2.26%
3 Years
12.19%
21.22%
5 Years
—
19.84%
Since Inception
14.67%
18.74%
Fund Age
4 yrs 4 mo
7 yrs 3 mo
AUM
₹465 Cr
₹172.22 Cr
Alpha – 1 Year
−0.40%
0.31%
Alpha – 3 Years
0.30%
10.56%
Information Ratio – 3 Years
0.09
0.56
Volatility – 1 Year
23.22%
7.84%
Volatility – 3 Years
18.88%
11.45%
Beta – 1 Year
1.13
0.37
Beta – 3 Years
0.97
0.42
Sharpe Ratio – 1 Year
-0.02
-0.71
Sharpe Ratio – 3 Years
0.51
1.28
Worst Rolling Year
11.07%
12.75%
Value at Worst Rolling Year
₹1.11 Cr
₹1.13 Cr
Deepest Drawdown
−25.01%
−6.25%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.39%
31.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 24% · S 30%
L 10% · M 4% · S 53%
Number of Stocks
27
16
Portfolio P/E
37.00
—
Top 5 Holdings
Bajaj Finserv Ltd · 6.85%
Bharti Hexacom Ltd · 6.53%
Bharti Airtel Ltd · 6.31%
Cholamandalam Investment & Finance Company Ltd · 5.55%
Havells India Ltd · 4.95%
—
Top Sectors
Financial Services · 20.61%
Consumer Services · 17.87%
Telecommunication · 14.48%
—
Fixed Fee
—
—
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
10% / 8% / 6%