Alternative Investment Funds (AIF)Compare Schemes
Shepherds Hill Private Investment Fund vs Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
Shepherds Hill Private Investment Fund
Sundaram Alternative - Opportunities Series - Atlas
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%
−1.41%
6 Months
1.93%
25.53%
1 Year
2.26%
27.30%
3 Years
21.22%
23.29%
5 Years
19.84%
—
Since Inception
18.74%
20.51%
Fund Age
7 yrs 3 mo
4 yrs 5 mo
AUM
₹172.22 Cr
—
Alpha – 1 Year
0.31%
24.92%
Alpha – 3 Years
10.56%
12.08%
Information Ratio – 3 Years
0.56
1.04
Volatility – 1 Year
7.84%
28.26%
Volatility – 3 Years
11.45%
20.05%
Beta – 1 Year
0.37
1.42
Beta – 3 Years
0.42
1.07
Sharpe Ratio – 1 Year
-0.71
0.79
Sharpe Ratio – 3 Years
1.28
0.87
Worst Rolling Year
12.75%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−6.25%
—
Recovery Period
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 10% · M 4% · S 53%
—
Number of Stocks
16
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
10% / 8% / 6%
3% / 3% / 2%