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AAA India Equity Fund (AAA AIF - CAT III) vs The Golden Bird Investment Trust 1

AAA India Equity Fund (AAA AIF - CAT III)

The Golden Bird Investment Trust 1

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Growth of ₹1 Crore

AAA India Equity Fund (AAA AIF - CAT III)

The Golden Bird Investment Trust 1

Return for the risk

3 yrs return

10%

15%

20%

Nifty 500 · 12.1%

AAA India Equity Fund (AAA AIF - CAT III)

13.4% • vol 14.6%

10%

20%

Volatility • 3 yrs deviation

1 Month

1.34%

−1.57%

6 Months

3.47%

19.90%

1 Year

1.75%

10.40%

3 Years

13.37%

—

5 Years

—

Since Inception

15.09%

10.62%

Fund Age

3 yrs 2 mo

13 mo

AUM

₹565.02 Cr

₹66.73 Cr

Alpha – 1 Year

−0.83%

—

Alpha – 3 Years

1.23%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

13.85%

31.32%

Volatility – 3 Years

14.55%

—

Beta – 1 Year

0.94

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.20

0.27

Sharpe Ratio – 3 Years

0.55

—

Worst Rolling Year

12.68%

—

Value at Worst Rolling Year

₹1.13 Cr

—

Deepest Drawdown

−16.91%

−19.94%

Recovery Period

Not yet recovered

1-Year Rolling Windows Positive

100.00%

—

Median Rolling Year

13.95%

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 53% · M 25% · S 20%

L 14% · M 14% · S 72%

Number of Stocks

—

Portfolio P/E

—

31.25

Top 5 Holdings

—

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

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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