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Shepherd’s Hill Private Investment Fund AIF Strategy is a CAT III – LONG ONLY Alternative Investment Fund with a focused equity investment approach.

It follows the benchmark BSE 200 and has delivered a 1-year return of 7.03%. The strategy emphasises investing in high-quality businesses with long-term growth potential.

The total AUM of the fund stands at Rs.133.51 Crore, reflecting strong investor confidence.

The Shepherd’s Hill Private Investment Fund AIF Investment Approach aims to generate sustainable returns by identifying businesses led by visionary founders.

This disciplined, research-driven strategy aligns with Shepherd’s Hill’s philosophy of quality and conviction-based investing.

Shepherd's Hill Private Investment Fund AIF Strategy or Investment Approach - AIF Details

Strategy Name

Private Investment Fund

Start Date

01-Apr-19

Category

CAT III - LONG ONLY

Benchmark

BSE 200

AUM (Rs.)

Rs.133.51 Cr.

Min. Investment

Rs.1 Crore

Fund Manager

Mr Rishi Gupta

1 Yr. Return

7.03%

3 Yr. Return

29.90%

5 Yr. Return

41.36%

Shepherd's Hill Private Investment Fund Alternative Investment Fund - Fund Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

6 Yrs, 0 Months

SIP

Available

STP

Available

Average Market Cap

Not Disclosed

Shepherd's Hill Private Investment Fund AIF Strategy - Cost or Charges

Fixed Fees

2.5% of Fund value

Variable AMC

NA

Variable Profit Sharing

22% (if above 6% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Shepherd's Hill Private Investment Fund AIF Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

Check out Business Opportunities with Similar Brands

Shepherd's Hill Private Investment Fund Alternative Investment Fund Strategy - Top 5 Sectors

Banks

Not Disclosed

Retailing

Not Disclosed

Healthcare

Not Disclosed

Telecommunication

Not Disclosed

Information Technology

Not Disclosed

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