Alternative Investment Funds (AIF)Compare Schemes
Shepherds Hill Private Investment Fund vs Vedartha Equity Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Shepherds Hill Private Investment Fund
Vedartha Equity 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%
−0.10%
6 Months
1.93%
—
1 Year
2.26%
2.64%
3 Years
21.22%
—
5 Years
19.84%
—
Since Inception
18.74%
4.39%
Fund Age
7 yrs 3 mo
15 mo
AUM
₹172.22 Cr
₹449 Cr
Alpha – 1 Year
0.31%
—
Alpha – 3 Years
10.56%
—
Information Ratio – 3 Years
0.56
—
Volatility – 1 Year
7.84%
—
Volatility – 3 Years
11.45%
—
Beta – 1 Year
0.37
—
Beta – 3 Years
0.42
—
Sharpe Ratio – 1 Year
-0.71
—
Sharpe Ratio – 3 Years
1.28
—
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%
L 55% · M 5% · S 32%
Number of Stocks
16
25
Portfolio P/E
—
16.00
Top 5 Holdings
—
InterGlobe Aviation Limited · 9.53%
Larsen & Toubro Limited · 8.72%
HDFC Bank Limited · 8.71%
Infosys Limited · 7.74%
Wipro Limited · 6.88%
Top Sectors
—
Financial Services · 21.85%
Information Technology · 19.91%
Consumer Discretionary · 14.42%
Fixed Fee
—
—
Performance Fee / Plan
Variable Plan
—
Exit Load (Y1 / Y2 / Y3)
10% / 8% / 6%
—