Alternative Investment Funds (AIF)Compare Schemes
A9 Finsight - Finavenue Growth Fund vs The Golden Bird Investment Trust 1
Add SchemeGrowth of ₹1 Crore
A9 Finsight - Finavenue Growth Fund
The Golden Bird Investment Trust 1
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 7.6%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.00%
−1.57%
6 Months
15.47%
19.90%
1 Year
3.91%
10.40%
3 Years
—
—
5 Years
—
—
Since Inception
50.76%
10.62%
Fund Age
3 yrs
13 mo
AUM
₹538 Cr
₹66.73 Cr
Alpha – 1 Year
−3.73%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.22%
31.32%
Volatility – 3 Years
26.92%
—
Beta – 1 Year
0.97
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.05
0.27
Sharpe Ratio – 3 Years
1.48
—
Worst Rolling Year
50.56%
—
Value at Worst Rolling Year
₹1.51 Cr
—
Deepest Drawdown
−22.57%
−19.94%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
50.56%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 14% · M 14% · S 72%
Number of Stocks
74
38
Portfolio P/E
—
31.25
Top 5 Holdings
Monolithisch India Ltd · 4.05%
Wockhardt Ltd · 3.88%
Steel Strips Wheels Ltd · 3.66%
Greaves Cotton Ltd · 3.55%
Bai-Kakaji Polymers Ltd · 2.62%
HFCL Ltd · 11.61%
Coastal Corporation Ltd · 5.03%
Sotefin Bharat Ltd · 4.92%
Agarwal Toughened Glass India Ltd · 4.10%
Steel Strips Wheels Ltd · 3.78%
Top Sectors
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
20% of profit, above 12%
—
Exit Load (Y1 / Y2 / Y3)
– / 1% / –
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