Alternative Investment Funds (AIF)Compare Schemes
Quest Investment Managers – Smart Alpha Sector Rotation vs Shepherds Hill Private Investment Fund
Quest Investment Managers – Smart Alpha Sector Rotation
Shepherds Hill Private Investment Fund
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Smart Alpha Sector Rotation
Shepherds Hill Private Investment Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.75%
0.53%
6 Months
6.35%
1.93%
1 Year
−4.77%
2.26%
3 Years
10.09%
21.22%
5 Years
—
19.84%
Since Inception
11.81%
18.74%
Fund Age
4 yrs 3 mo
7 yrs 3 mo
AUM
—
₹172.22 Cr
Alpha – 1 Year
−9.17%
0.31%
Alpha – 3 Years
−1.38%
10.56%
Information Ratio – 3 Years
-0.09
0.56
Volatility – 1 Year
20.07%
7.84%
Volatility – 3 Years
18.70%
11.45%
Beta – 1 Year
1.09
0.37
Beta – 3 Years
1.07
0.42
Sharpe Ratio – 1 Year
-0.41
-0.71
Sharpe Ratio – 3 Years
0.34
1.28
Worst Rolling Year
8.04%
12.75%
Value at Worst Rolling Year
₹1.08 Cr
₹1.13 Cr
Deepest Drawdown
−28.14%
−6.25%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.70%
31.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 25% · S 28%
L 10% · M 4% · S 53%
Number of Stocks
23
16
Portfolio P/E
—
—
Top 5 Holdings
One 97 Communications Ltd · 8.44%
Coforge Ltd · 7.42%
Vishal Mega Mart Ltd · 6.87%
Piramal Pharma Ltd · 5.90%
UltraTech Cement Ltd · 5.66%
—
Top Sectors
—
—
Fixed Fee
—
—
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
10% / 8% / 6%