Portfolio Management Services (PMS)Compare Schemes
Shepherds Hill - Value Magno vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Shepherds Hill - Value Magno
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.15%
7.03%
6 Months
5.44%
31.10%
1 Year
6.80%
52.47%
3 Years
17.32%
17.74%
5 Years
18.10%
16.38%
Since Inception
16.54%
15.58%
Fund Age
11 yrs 1 mo
16 yrs 9 mo
AUM
₹120.51 Cr
₹132.42 Cr
Alpha – 1 Year
3.04%
47.75%
Alpha – 3 Years
6.42%
5.65%
Information Ratio – 3 Years
0.53
0.46
Volatility – 1 Year
13.99%
26.74%
Volatility – 3 Years
15.09%
21.32%
Beta – 1 Year
0.76
1.30
Beta – 3 Years
0.68
0.97
Sharpe Ratio – 1 Year
0.16
1.52
Sharpe Ratio – 3 Years
0.86
0.68
Worst Rolling Year
-18.71%
-15.93%
Value at Worst Rolling Year
₹0.81 Cr
₹0.84 Cr
Deepest Drawdown
−12.53%
−20.79%
Recovery Period
92 days
134 days
1-Year Rolling Windows Positive
77.50%
89.14%
Median Rolling Year
19.23%
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
L 15% · M 5% · S 66%
M 9% · S 83%
Number of Stocks
16
26
Portfolio P/E
—
31.63
Top 5 Holdings
—
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
22% of profit, above 6%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%