Alternative Investment Funds (AIF)Compare Schemes
Abakkus Diversified Alpha Fund vs The Golden Bird Investment Trust 1
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Fund
The Golden Bird Investment Trust 1
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.02%
−1.57%
6 Months
10.98%
19.90%
1 Year
13.02%
10.40%
3 Years
19.66%
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5 Years
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Since Inception
20.01%
10.62%
Fund Age
3 yrs 7 mo
13 mo
AUM
₹2,872.26 Cr
₹66.73 Cr
Alpha – 1 Year
11.50%
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Alpha – 3 Years
9.56%
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Information Ratio – 3 Years
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Volatility – 1 Year
21.45%
31.32%
Volatility – 3 Years
20.58%
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Beta – 1 Year
1.23
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Beta – 3 Years
—
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Sharpe Ratio – 1 Year
0.42
0.27
Sharpe Ratio – 3 Years
0.22
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Worst Rolling Year
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Value at Worst Rolling Year
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Deepest Drawdown
−12.48%
−19.94%
Recovery Period
61 days
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 21% · S 32%
L 14% · M 14% · S 72%
Number of Stocks
32
38
Portfolio P/E
23.83
31.25
Top 5 Holdings
LESS THAN 1% · 5.88%
Cummins India Ltd · 5.38%
Vedanta Aluminium Metal Ltd · 5.22%
Aditya Birla Capital Ltd · 4.61%
Mahindra & Mahindra Ltd · 4.48%
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
Financial Services · 31.08%
Capital Goods · 14.33%
Healthcare · 13.34%
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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