The Golden Bird Investment Trust 1 AIF: Returns, Portfolio & Fees

AIF · Equity · CAT III - LONG ONLY

The Golden Bird Investment Trust 1

Fund size₹67 Cr

IRRSince inception10.62%

1Y return10.40%

Fund age13 mo

Fund Manager

Sajal Vats

CIO , Fund Manager, The Golden Bird

Sajal Vats is the Chief Investment Officer and Fund Manager, bringing a strong background in corporate governance and financial markets. A Company Secretary (ICSI) and NISM-Series-XIX-C certified AIF manager, he leads the fund's investment strategy and portfolio construction across listed and unlisted equities. His work rests on detailed fundamental analysis — financial statements, industry and economic trends and valuation — to identify opportunities, assess risk and translate research into well-reasoned, actionable decisions aligned with the fund's long-term objectives.

Managing AUM₹67 Cr

Growth of₹Cr

The Golden Bird Investment Trust 1

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
The Golden Bird Investment Trust 1	15.54%	10.40%	—	—	—	10.62%
Nifty 500	−1.07%	—	—	—	—	—
Excess over benchmark	16.61%	—	—	—	—	—

Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.

Risk : What you take on to earn the return

Volatility

31.32%

A standard deviation reflecting historical swings.

Risk-reward

0.27

Sharpe

Excess return gained per unit of volatility.

How far below its previous high it fell

Over the trailing 1Y window the scheme fell −19.94%, and recovered on 27 Apr 2026.

Max drawdowns

−19.94%

Scheme Drawdown Trajectory

Drawdown analysis	Peak	Trough	Depth	Fell over	Recovered	Recovery took
Scheme	–	–	−19.94%	–	27 Apr 2026	–
Benchmark	31 Jul 2025	30 Mar 2026	−14.69%	242 days	–	–

Scheme

Peak–

Trough–

Depth−19.94%

Fell over–

Recovered27 Apr 2026

Recovery took–

Benchmark

Peak31 Jul 2025

Trough30 Mar 2026

Depth−14.69%

Fell over242 days

Recovered–

Recovery took–

The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Jul 2026

Portfolio Details : Where the money actually sits

Stocks

P/E ratio

31.25

P/B ratio

2.89

Dividend yield

0.31%

Avg market cap

₹16,453 Cr

Asset class

Equity

Market cap

Large cap14.08%

Mid cap13.70%

Small cap71.77%

Cash & others0.45%

As on 31 Jul 2026

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