Alternative Investment Funds (AIF)Compare Schemes
Shepherds Hill Private Investment Fund vs Sundaram Alternative Opportunities Series - ACORN
Add SchemeGrowth of ₹1 Crore
Shepherds Hill Private Investment Fund
Sundaram Alternative Opportunities Series - ACORN
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.7%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
−0.89%
6 Months
1.93%
29.38%
1 Year
2.26%
43.41%
3 Years
21.22%
26.47%
5 Years
19.84%
17.82%
Since Inception
18.74%
22.57%
Fund Age
7 yrs 3 mo
6 yrs 8 mo
AUM
₹172.22 Cr
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Alpha – 1 Year
0.31%
33.80%
Alpha – 3 Years
10.56%
7.88%
Information Ratio – 3 Years
0.56
0.70
Volatility – 1 Year
7.84%
23.30%
Volatility – 3 Years
11.45%
18.62%
Beta – 1 Year
0.37
1.04
Beta – 3 Years
0.42
0.84
Sharpe Ratio – 1 Year
-0.71
1.44
Sharpe Ratio – 3 Years
1.28
1.07
Worst Rolling Year
12.75%
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Value at Worst Rolling Year
₹1.13 Cr
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Deepest Drawdown
−6.25%
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Recovery Period
92 days
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1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
31.56%
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5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 10% · M 4% · S 53%
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Number of Stocks
16
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Portfolio P/E
—
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Top 5 Holdings
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Top Sectors
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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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