- Category
- III
- Strategy
- Long-only
- Fund house
- Shepherd's Hill Financial Advisors
Shepherd's Hill Private Investment Fund
+2.77%
1-year return, after expenses and tax, before performance fee
Benchmark NIFTY 500 & Debt Composite Index · data as of 31 Aug 2026
Shepherd's Hill Private Investment Fund, a Category III long-only AIF from Shepherd's Hill Financial Advisors, returned 2.77% (after expenses and tax, before performance fee) in the year to 31 Aug 2026. It began on 1 Apr 2019 and manages ₹178 crore.
Key numbers
- AUM
- ₹178 Cr
- Benchmark
- NIFTY 500 & Debt Composite Index
- Launched
- 1 Apr 2019
- Min. investment
- ₹1 crore
- Returns basis
- After expenses and tax, before performance fee
Returns
| Period | This fund | NIFTY 500 & Debt Composite Index |
|---|---|---|
| 1 month | −0.17% | −0.19% |
| 3 months | +0.76% | +3.38% |
| 6 months | +1.84% | +0.81% |
| 1 year | +2.77% | +3.76% |
| 2 years | +5.51% | −1.13% |
| 3 years | +18.37% | +10.90% |
| 5 years | +20.27% | +9.58% |
| Since inception | +18.49% | +12.49% |
After expenses and tax, before performance fee, as Shepherd's Hill Financial Advisors reports them, to 31 Aug 2026. AIFs report returns on different bases, so compare like with like.
Fund details
- Category
- Category III
- Strategy
- Long-only
- Market-cap style
- Multi / flexi cap
- Asset type
- Equity
- Benchmark
- NIFTY 500 & Debt Composite Index
- Fund manager
- Rishi Gupta
Market-cap mix
- Large cap9.21%
- Mid cap3.45%
- Small cap51.06%
- Cash36.29%
Investment approach
To protect capital over the long term and enable long term capital returns that are materially above average.
To protect capital over the long term and enable long term capital returns that are materially above average.
About the fund manager
Mr Rishi Gupta — Fund Manager
A Stanford University alumnus and former private equity professional with more than 15 years of experience in the capital markets, Rishi founded Shepherd’s Hill on the belief that the teachings of Graham, Buffett and Munger could be profitably applied in India.
As the fund house describes it.
FAQs
What has Shepherd's Hill Private Investment Fund returned?
2.77% (1-year return) to 31 Aug 2026, after expenses and tax, before performance fee, as Shepherd's Hill Financial Advisors reports it. 1 month: −0.17%; 3 months: 0.76%; 6 months: 1.84%; 1 year: 2.77%; 2 years: 5.51%; 3 years: 18.37%; 5 years: 20.27%; Since inception: 18.49%.
What kind of AIF is Shepherd's Hill Private Investment Fund?
A Category III AIF following a long-only strategy, with a multi / flexi cap style. Category III AIFs trade listed and unlisted securities and may use leverage and derivatives, including short positions.
How much does Shepherd's Hill Private Investment Fund manage?
₹178 crore as of 31 Aug 2026.
What is the minimum investment in an AIF?
SEBI sets the minimum at ₹1 crore per investor (₹25 lakh for the fund’s own employees and directors). Shepherd's Hill Private Investment Fund’s stated minimum is ₹1 crore.
Who manages Shepherd's Hill Private Investment Fund?
Shepherd's Hill Financial Advisors runs it; the fund manager is Rishi Gupta.
How are AIF returns reported?
Each fund house reports its own returns on its own basis: Shepherd's Hill Private Investment Fund’s are after expenses and tax, before performance fee. Bases differ from fund to fund, so compare like with like.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. AIF investments carry higher minimums and risks; read the private placement memorandum.
Full disclaimerSee how an AIF fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app