Alternative Investment Funds (AIF)Compare Schemes
Buoyant Opportunities Strategy I vs The Golden Bird Investment Trust 1
Add SchemeGrowth of ₹1 Crore
Buoyant Opportunities Strategy I
The Golden Bird Investment Trust 1
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.91%
−1.57%
6 Months
7.02%
19.90%
1 Year
12.60%
10.40%
3 Years
17.44%
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5 Years
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Since Inception
20.23%
10.62%
Fund Age
3 yrs 7 mo
13 mo
AUM
₹2,497.88 Cr
₹66.73 Cr
Alpha – 1 Year
9.62%
—
Alpha – 3 Years
5.55%
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Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.96%
31.32%
Volatility – 3 Years
14.91%
—
Beta – 1 Year
1.01
—
Beta – 3 Years
0.90
—
Sharpe Ratio – 1 Year
0.45
0.27
Sharpe Ratio – 3 Years
0.78
—
Worst Rolling Year
18.59%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−15.14%
−19.94%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
22.43%
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 56% · M 20% · S 20%
L 14% · M 14% · S 72%
Number of Stocks
37
38
Portfolio P/E
24.82
31.25
Top 5 Holdings
ICICI Bank Ltd · 7.36%
Axis Bank Ltd · 6.11%
Cash & Cash Equivalent · 5.15%
Interglobe Aviation Ltd · 4.30%
Bharti Airtel Ltd · 4.01%
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
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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