Alternative Investment Funds (AIF)Compare Schemes
Shepherds Hill Private Investment Fund vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
Shepherds Hill Private Investment Fund
YES Wealth Maximiser AIF
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%
1.92%
6 Months
1.93%
6.21%
1 Year
2.26%
5.06%
3 Years
21.22%
—
5 Years
19.84%
—
Since Inception
18.74%
18.57%
Fund Age
7 yrs 3 mo
2 yrs 5 mo
AUM
₹172.22 Cr
—
Alpha – 1 Year
0.31%
—
Alpha – 3 Years
10.56%
—
Information Ratio – 3 Years
0.56
—
Volatility – 1 Year
7.84%
10.66%
Volatility – 3 Years
11.45%
—
Beta – 1 Year
0.37
—
Beta – 3 Years
0.42
—
Sharpe Ratio – 1 Year
-0.71
0.14
Sharpe Ratio – 3 Years
1.28
—
Worst Rolling Year
12.75%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−6.25%
−7.47%
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%
L 46% · M 15% · S 20%
Number of Stocks
16
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Portfolio P/E
—
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Top 5 Holdings
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Bharti Airtel Ltd · 5.78%
HDFC Bank Ltd · 4.14%
Apollo Hospitals Enterprise Ltd · 3.93%
Reliance Industries Ltd · 3.82%
ICICI Bank Ltd · 3.67%
Top Sectors
—
Financial Services · 30.04%
Healthcare · 8.83%
Automobile and Auto Components · 7.22%
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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