Alternative Investment Funds (AIF)Compare Schemes
D&B - India Opportunities Multicap Fund vs The Golden Bird Investment Trust 1
Add SchemeGrowth of ₹1 Crore
D&B - India Opportunities Multicap Fund
The Golden Bird Investment Trust 1
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Index · 7.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.06%
−1.57%
6 Months
11.89%
19.90%
1 Year
7.39%
10.40%
3 Years
13.60%
—
5 Years
11.50%
—
Since Inception
13.94%
10.62%
Fund Age
6 yrs 8 mo
13 mo
AUM
₹134.68 Cr
₹66.73 Cr
Alpha – 1 Year
8.81%
—
Alpha – 3 Years
5.90%
—
Information Ratio – 3 Years
0.41
—
Volatility – 1 Year
19.90%
31.32%
Volatility – 3 Years
17.79%
—
Beta – 1 Year
1.00
—
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.18
0.27
Sharpe Ratio – 3 Years
0.47
—
Worst Rolling Year
7.35%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−20.98%
−19.94%
Recovery Period
488 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.60%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 18% · S 37%
L 14% · M 14% · S 72%
Number of Stocks
—
38
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
—
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
—
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