Home > Track Record

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.

SHEPHERD'S HILL

Investment Track Record

Shepherd's Hill performance slide (December 2024)
Particular 1 year 3 year 5 year 10 year Since Inception (Jul 2011)
Shepherd’s Hill Group 29.73% 31.60% 34.70% 21.14% 23.02%
Benchmark – Index 14.55% 13.91% 17.57% 12.62% 12.40%

Schedule a call to achieve your financial goals

Our asset management services are designed to optimize your investments and grow your wealth. With personalized strategies, we help you navigate the complexities of the financial landscape.

Schedule a call with our team

Contact us

Get in Touch for Expert Asset Management Guidance and Solutions

      We use cookies.
      Learn more
      Call us Enquire Now
      We use cookies. Learn more