Value investing framework. Market-cap agnostic. Low overlap with larger AuM managers. Key company selection criteria include high RoA, low debt and right entry price
To protect capital over the long term and enable long term capital returns that are materially above average.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -0.43% | -0.25% | -0.18% |
| 3 MONTHS | 3.16% | 4.84% | -1.68% |
| 6 MONTHS | 1.04% | 1.08% | -0.04% |
| 1 YEAR | 9.83% | 6.41% | 3.42% |
| 2 YEAR | 8.96% | 10.40% | -1.44% |
| 3 YEAR | 31.05% | 15.02% | 16.03% |
| 5 YEAR | 25.55% | 15.39% | 10.16% |
| SINCE INCEPTION | 17.15% | 12.25% | 4.90% |
| Year | Return |
|---|---|
| CY 2025 | 9.83% |
| CY 2024 | 8.10% |
| CY 2023 | 89.55% |
| CY 2022 | -9.27% |
| CY 2021 | 57.98% |
| CY 2020 | 24.16% |
| CY 2019 | -13.59% |
| CY 2018 | -15.04% |
| CY 2017 | 37.95% |
| CY 2016 | 14.80% |
| CY 2015 | 15.48% |
| Year | Return |
|---|---|
| FY 26_YTD | 20.08% |
| FY 23_YTD | -17.47% |
| FY 25 | 3.80% |
| FY 24 | 89.48% |
| FY 22 | 45.86% |
| FY 21 | 100.84% |
| FY 20 | -46.84% |
| FY 19 | -12.36% |
| FY 18 | 21.11% |
| FY 17 | 36.75% |
| FY 16 | 7.12% |
Past performance is not indicative of future results. Returns are subject to market risks.
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.
AMC: No Option
Hurdle: 6.00%
Profit Sharing: 22.00% Profit Sharing Above 6.00% hurdle
Year 1: 3%
Year 2: 2%
Year 3: 1%
* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
