Portfolio Management Services (PMS)Compare Schemes
Shepherds Hill - Value Magno vs Wave - Pure Alpha
Add SchemeGrowth of ₹1 Crore
Shepherds Hill - Value Magno
Wave - Pure Alpha
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%
−0.38%
6 Months
5.44%
6.45%
1 Year
6.80%
9.69%
3 Years
17.32%
—
5 Years
18.10%
—
Since Inception
16.54%
13.06%
Fund Age
11 yrs 1 mo
2 yrs 5 mo
AUM
₹120.51 Cr
₹23.84 Cr
Alpha – 1 Year
3.04%
4.97%
Alpha – 3 Years
6.42%
—
Information Ratio – 3 Years
0.53
—
Volatility – 1 Year
13.99%
20.03%
Volatility – 3 Years
15.09%
—
Beta – 1 Year
0.76
1.04
Beta – 3 Years
0.68
—
Sharpe Ratio – 1 Year
0.16
0.29
Sharpe Ratio – 3 Years
0.86
—
Worst Rolling Year
-18.71%
—
Value at Worst Rolling Year
₹0.81 Cr
—
Deepest Drawdown
−12.53%
−13.77%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
77.50%
—
Median Rolling Year
19.23%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 15% · M 5% · S 66%
—
Number of Stocks
16
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
—
Performance Fee / Plan
22% of profit, above 6%
15% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%