Alternative Investment Funds (AIF)Compare Schemes
Shepherds Hill Private Investment Fund vs White Oak Capital Equity Fund
Add SchemeGrowth of ₹1 Crore
Shepherds Hill Private Investment Fund
White Oak Capital Equity 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%
3.22%
6 Months
1.93%
21.79%
1 Year
2.26%
13.76%
3 Years
21.22%
—
5 Years
19.84%
—
Since Inception
18.74%
14.87%
Fund Age
7 yrs 3 mo
17 mo
AUM
₹172.22 Cr
₹300.61 Cr
Alpha – 1 Year
0.31%
10.78%
Alpha – 3 Years
10.56%
—
Information Ratio – 3 Years
0.56
—
Volatility – 1 Year
7.84%
19.93%
Volatility – 3 Years
11.45%
—
Beta – 1 Year
0.37
1.03
Beta – 3 Years
0.42
—
Sharpe Ratio – 1 Year
-0.71
0.47
Sharpe Ratio – 3 Years
1.28
—
Worst Rolling Year
12.75%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−6.25%
−12.96%
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 8% · S 88%
Number of Stocks
16
88
Portfolio P/E
—
34.73
Top 5 Holdings
—
Onemi Technology Solutions Ltd · 2.85%
Five-Star Business Finance Ltd · 2.44%
Sedemac Mechatronics Ltd · 2.42%
Shaily Engineering Plastics Ltd · 2.35%
Wheels India Ltd · 2.22%
Top Sectors
—
Financial Services · 23.88%
Healthcare · 18.04%
Capital Goods · 14.12%
Fixed Fee
—
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Performance Fee / Plan
Variable Plan
—
Exit Load (Y1 / Y2 / Y3)
10% / 8% / 6%
—