Alternative Investment Funds (AIF)Compare Schemes
Finideas Growth Fund Scheme-1 vs The Golden Bird Investment Trust 1
Add SchemeGrowth of ₹1 Crore
Finideas Growth Fund Scheme-1
The Golden Bird Investment Trust 1
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 7.4%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−1.52%
−1.57%
6 Months
−5.84%
19.90%
1 Year
−9.36%
10.40%
3 Years
−0.81%
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5 Years
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Since Inception
1.31%
10.62%
Fund Age
3 yrs 2 mo
13 mo
AUM
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₹66.73 Cr
Alpha – 1 Year
−8.74%
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Alpha – 3 Years
−8.21%
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Information Ratio – 3 Years
-0.92
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Volatility – 1 Year
7.34%
31.32%
Volatility – 3 Years
12.42%
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Beta – 1 Year
0.25
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Beta – 3 Years
0.67
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Sharpe Ratio – 1 Year
-2.04
0.27
Sharpe Ratio – 3 Years
-0.44
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Worst Rolling Year
-0.81%
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Value at Worst Rolling Year
₹0.99 Cr
—
Deepest Drawdown
−13.98%
−19.94%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
58.97%
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Median Rolling Year
1.91%
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5-Year Rolling Windows Positive
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Market-Cap Mix
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L 14% · M 14% · S 72%
Number of Stocks
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38
Portfolio P/E
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31.25
Top 5 Holdings
Pennar Industries Ltd · 5.12%
Monolithisch India Ltd · 3.73%
Vilas Transcore Ltd · 3.64%
Nava Ltd · 3.55%
Shiv Texchem Ltd · 3.50%
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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