Alternative Investment Funds (AIF)Compare Schemes
Shepherds Hill Private Investment Fund vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
Shepherds Hill Private Investment Fund
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.7%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.53%
1.41%
6 Months
1.93%
3.27%
1 Year
2.26%
7.91%
3 Years
21.22%
15.60%
5 Years
19.84%
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Since Inception
18.74%
18.19%
Fund Age
7 yrs 3 mo
4 yrs 2 mo
AUM
₹172.22 Cr
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Alpha – 1 Year
0.31%
8.34%
Alpha – 3 Years
10.56%
7.04%
Information Ratio – 3 Years
0.56
1.15
Volatility – 1 Year
7.84%
17.57%
Volatility – 3 Years
11.45%
14.47%
Beta – 1 Year
0.37
1.08
Beta – 3 Years
0.42
0.98
Sharpe Ratio – 1 Year
-0.71
0.21
Sharpe Ratio – 3 Years
1.28
0.70
Worst Rolling Year
12.75%
14.68%
Value at Worst Rolling Year
₹1.13 Cr
₹1.15 Cr
Deepest Drawdown
−6.25%
−18.89%
Recovery Period
92 days
243 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.56%
19.64%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 10% · M 4% · S 53%
L 82% · M 6% · S 8%
Number of Stocks
16
34
Portfolio P/E
—
28.34
Top 5 Holdings
—
ICICI Bank Ltd · 8.78%
HDFC Bank Ltd · 6.57%
Reliance Industries Ltd · 6.41%
Bharti Airtel Ltd Partly Paidup · 6.35%
Axis Bank Ltd · 6.02%
Top Sectors
—
Financial Services · 35.47%
Automobile and Auto Components · 9.92%
Metals & Mining · 6.67%
Fixed Fee
—
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Performance Fee / Plan
Variable Plan
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Exit Load (Y1 / Y2 / Y3)
10% / 8% / 6%
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