Alternative Investment Funds (AIF)Compare Schemes
Carnelian Capital Compounder Fund - 1 vs The Golden Bird Investment Trust 1
Add SchemeGrowth of ₹1 Crore
Carnelian Capital Compounder Fund - 1
The Golden Bird Investment Trust 1
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.09%
−1.57%
6 Months
12.77%
19.90%
1 Year
16.87%
10.40%
3 Years
26.82%
—
5 Years
20.86%
—
Since Inception
22.48%
10.62%
Fund Age
7 yrs 2 mo
13 mo
AUM
—
₹66.73 Cr
Alpha – 1 Year
15.35%
—
Alpha – 3 Years
16.73%
—
Information Ratio – 3 Years
1.48
—
Volatility – 1 Year
19.51%
31.32%
Volatility – 3 Years
18.47%
—
Beta – 1 Year
1.09
—
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
0.62
0.27
Sharpe Ratio – 3 Years
1.03
—
Worst Rolling Year
11.32%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−16.69%
−19.94%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.67%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 30% · M 42% · S 28%
L 14% · M 14% · S 72%
Number of Stocks
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38
Portfolio P/E
—
31.25
Top 5 Holdings
Laurus Labs Ltd · 9.50%
Aditya Birla Capital Ltd · 9.20%
Biocon Ltd · 6.50%
One 97 Communications Ltd · 4.80%
Star Health & Allied Insurance Company Ltd · 4.40%
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
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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