Alternative Investment Funds (AIF)Compare Schemes
Shepherds Hill Private Investment Fund vs Steptrade Revolution Fund
Add SchemeGrowth of ₹1 Crore
Shepherds Hill Private Investment Fund
Steptrade Revolution 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%
1.11%
6 Months
1.93%
12.07%
1 Year
2.26%
−10.50%
3 Years
21.22%
—
5 Years
19.84%
—
Since Inception
18.74%
10.88%
Fund Age
7 yrs 3 mo
2 yrs 2 mo
AUM
₹172.22 Cr
₹167 Cr
Alpha – 1 Year
0.31%
−15.69%
Alpha – 3 Years
10.56%
—
Information Ratio – 3 Years
0.56
—
Volatility – 1 Year
7.84%
34.34%
Volatility – 3 Years
11.45%
—
Beta – 1 Year
0.37
1.61
Beta – 3 Years
0.42
—
Sharpe Ratio – 1 Year
-0.71
-0.25
Sharpe Ratio – 3 Years
1.28
—
Worst Rolling Year
12.75%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−6.25%
−31.60%
Recovery Period
92 days
Not yet recovered
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%
M 1% · S 57%
Number of Stocks
16
80
Portfolio P/E
—
22.59
Top 5 Holdings
—
Cash & Cash Equivalent · 10.19%
Aditya Ultra Steel Ltd · 6.77%
Fujiyama Power Systems Ltd · 4.10%
Globe Civil Projects Ltd · 3.65%
Trom Industries Ltd · 3.29%
Top Sectors
—
Capital Goods · 41.73%
Construction · 8.13%
Healthcare · 5.85%
Fixed Fee
—
—
Performance Fee / Plan
Variable Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
10% / 8% / 6%
0% / 0% / 0%