Alternative Investment Funds (AIF)Compare Schemes
Alchemy Emerging Leaders of Tomorrow vs The Golden Bird Investment Trust 1
Add SchemeGrowth of ₹1 Crore
Alchemy Emerging Leaders of Tomorrow
The Golden Bird Investment Trust 1
Return for the risk
3 yrs return
10%
15%
20%
25%
30%
Nifty 500 · 16.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.76%
−1.57%
6 Months
24.90%
19.90%
1 Year
15.26%
10.40%
3 Years
22.27%
—
5 Years
—
—
Since Inception
21.48%
10.62%
Fund Age
3 yrs 9 mo
13 mo
AUM
₹1,465.39 Cr
₹66.73 Cr
Alpha – 1 Year
9.56%
—
Alpha – 3 Years
6.21%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.26%
31.32%
Volatility – 3 Years
22.37%
—
Beta – 1 Year
1.19
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.46
0.27
Sharpe Ratio – 3 Years
0.77
—
Worst Rolling Year
18.43%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−24.10%
−19.94%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
22.25%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 10% · M 16% · S 76%
L 14% · M 14% · S 72%
Number of Stocks
33
38
Portfolio P/E
49.98
31.25
Top 5 Holdings
Cartrade Tech Ltd · 6.13%
Avalon Technologies Ltd · 6.10%
Ather Energy Ltd · 6.02%
Solar Industries India Ltd · 5.02%
Nuvama Wealth Management Ltd · 4.92%
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
Capital Goods · 25.28%
Financial Services · 22.13%
Automobile and Auto Components · 16.92%
—
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—