Shepherd’s Hill Portfolio Management Service, or PMS, received its license to operate from SEBI in July 2015. Shepherd’s Hill has been operating only one approach – the value-focused market-cap agnostic approach called ‘Value Magno’. The basic objective for the PMS is to provide savers a way to invest in the Indian equity market and achieve capital protection and superior long-term returns.
The following is a 8 year track record of the PMS. As required by SEBI, it is a notionally pooled Time-Weighted Net Rate of Return for all transactions that we have managed within the PMS approach.
This data is being provided for informational purposes only. Past performance may not be an indicator of future returns. PMS returns are net of fees, transaction taxes and third party charges. Returns for periods greater than one year are annualised and not required to be reported to SEBI. Performance related information provided herein is not verified by SEBI.
| Annualised Returns – TWRR | ||||||
| Particular | 1 month | 1 year | 3 year | 5 year | 10 year | Since Inception (Aug 2015) |
| Shepherd’s Hill PMS | 3.59 | 3.80% | 21.36% | 39.25% | NA | 16.36% |
| Benchmark – Index | 7.29% | 4.79% | 12.32% | 24.79% | 11.76% | 12.33% |
*Updated March 31, 2025
Our asset management services are designed to optimize your investments and grow your wealth. We focus on the equity asset class to enable your long term objectives.
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