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Meenakshi Real Assets Fund vs Shepherds Hill Private Investment Fund

Meenakshi Real Assets Fund

Shepherds Hill Private Investment Fund

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Growth of ₹1 Crore

Meenakshi Real Assets Fund

Shepherds Hill Private Investment Fund

Return for the risk

3 yrs return

15%

20%

25%

Shepherds Hill Private Investment Fund

21.2% • vol 11.4%

10%

20%

Volatility • 3 yrs deviation

1 Month

—

0.53%

6 Months

—

1.93%

1 Year

—

2.26%

3 Years

—

21.22%

5 Years

—

19.84%

Since Inception

—

18.74%

Fund Age

—

7 yrs 3 mo

AUM

—

₹172.22 Cr

Alpha – 1 Year

—

0.31%

Alpha – 3 Years

—

10.56%

Information Ratio – 3 Years

—

0.56

Volatility – 1 Year

—

7.84%

Volatility – 3 Years

—

11.45%

Beta – 1 Year

—

0.37

Beta – 3 Years

—

0.42

Sharpe Ratio – 1 Year

—

-0.71

Sharpe Ratio – 3 Years

—

1.28

Worst Rolling Year

—

12.75%

Value at Worst Rolling Year

—

₹1.13 Cr

Deepest Drawdown

—

−6.25%

Recovery Period

—

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 10% · M 4% · S 53%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

Performance Fee / Plan

—

Variable Plan

Exit Load (Y1 / Y2 / Y3)

—

10% / 8% / 6%

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