Shepherd's Hill - Value Magno

EQUITY FLEXI CAP

A value investing fund aiming for low portfolio overlap with larger AuM managers.

+25.20%

3Y annualised returns

+12.22%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

07 Jul '15

Total AUM

₹118.32Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity69.8%

Cash30.0%

Equity market cap split

Small Cap54.7%

Large Cap13.5%

Mid Cap3.8%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

3.00%

PMS management

RG
Rishi Gupta
Founder, Shepherd's Hill
View details

About

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.

Experience

More than 15 years of experience in the capital markets.

Investment philosophy

Expertise in private equity and Indian capital markets.

Awards