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Shepherd's Hill Group - Performance Data

The Shepherd’s Hill Group was established in 2011. Shepherd’s Hill group entities include SEBI-registered advisory, PMS and AIF service providers. The basic objective for all these entities is the same: 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 10+ year track record of the group. It is a notionally pooled Time-Weighted Net Rate of Return for all transactions that we have advised or managed since inception.

This data is being provided for informational purposes only. It is not an offer to sell any product. For specific product information, please visit the respective product pages. Past performance may not be an indicator of future returns.

The following data has been checked and verified by an independent, third-party “Big 4” auditor.

* Updated September 30, 2023
 Annualised Returns – TWRR
 1 year3 year5 year10 yearSince Inception (Jul 2011)
Shepherd’s Hill Group84.07%40.11%24.62%23.70%22.49%
Benchmark – Index24.85%18.85%16.14%14.65%12.23%

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