Alternative Investment Funds (AIF)Compare Schemes
Quest Smart Alpha Sector Rotation Series II vs Shepherds Hill Private Investment Fund
Add SchemeGrowth of ₹1 Crore
Quest Smart Alpha Sector Rotation Series II
Shepherds Hill Private Investment Fund
Return for the risk
3 yrs return
15%
20%
25%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
4.80%
0.53%
6 Months
16.00%
1.93%
1 Year
10.07%
2.26%
3 Years
—
21.22%
5 Years
—
19.84%
Since Inception
3.05%
18.74%
Fund Age
1 yr 11 mo
7 yrs 3 mo
AUM
—
₹172.22 Cr
Alpha – 1 Year
5.67%
0.31%
Alpha – 3 Years
—
10.56%
Information Ratio – 3 Years
—
0.56
Volatility – 1 Year
18.85%
7.84%
Volatility – 3 Years
—
11.45%
Beta – 1 Year
0.97
0.37
Beta – 3 Years
—
0.42
Sharpe Ratio – 1 Year
0.32
-0.71
Sharpe Ratio – 3 Years
—
1.28
Worst Rolling Year
—
12.75%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−17.26%
−6.25%
Recovery Period
Not yet recovered
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 18% · M 32% · S 38%
L 10% · M 4% · S 53%
Number of Stocks
23
16
Portfolio P/E
—
—
Top 5 Holdings
Sansera Engineering Ltd · 8.09%
Vishal Mega Mart Ltd · 6.80%
One 97 Communications Ltd · 6.72%
Coforge Ltd · 5.83%
TVS Holdings Ltd · 5.74%
—
Top Sectors
—
—
Fixed Fee
—
—
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
10% / 8% / 6%