Alternative Investment Funds (AIF)Compare Schemes
Shepherds Hill Private Investment Fund vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
Shepherds Hill Private Investment Fund
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 10.7%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.53%
0.40%
6 Months
1.93%
4.71%
1 Year
2.26%
9.48%
3 Years
21.22%
5.09%
5 Years
19.84%
7.27%
Since Inception
18.74%
7.18%
Fund Age
7 yrs 3 mo
5 yrs 9 mo
AUM
₹172.22 Cr
—
Alpha – 1 Year
0.31%
7.96%
Alpha – 3 Years
10.56%
−5.01%
Information Ratio – 3 Years
0.56
-0.38
Volatility – 1 Year
7.84%
1.59%
Volatility – 3 Years
11.45%
6.50%
Beta – 1 Year
0.37
0.04
Beta – 3 Years
0.42
-0.12
Sharpe Ratio – 1 Year
-0.71
2.33
Sharpe Ratio – 3 Years
1.28
-0.03
Worst Rolling Year
12.75%
5.09%
Value at Worst Rolling Year
₹1.13 Cr
₹1.05 Cr
Deepest Drawdown
−6.25%
−8.84%
Recovery Period
92 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.56%
8.68%
5-Year Rolling Windows Positive
100.00%
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
—
—
Performance Fee / Plan
Variable Plan
—
Exit Load (Y1 / Y2 / Y3)
10% / 8% / 6%
—