Compare Schemes

ITI - Long Short Equity Fund vs The Golden Bird Investment Trust 1

ITI - Long Short Equity Fund

The Golden Bird Investment Trust 1

Add Scheme

Growth of ₹1 Crore

ITI - Long Short Equity Fund

The Golden Bird Investment Trust 1

Return for the risk

3 yrs return

10%

15%

NIFTY 50 Index · 7.7%

ITI - Long Short Equity Fund

10.6% • vol 8.5%

10%

20%

Volatility • 3 yrs deviation

1 Month

−0.31%

−1.57%

6 Months

−3.98%

19.90%

1 Year

−3.55%

10.40%

3 Years

10.56%

—

5 Years

8.20%

—

Since Inception

11.86%

10.62%

Fund Age

8 yrs 4 mo

13 mo

AUM

—

₹66.73 Cr

Alpha – 1 Year

−2.13%

—

Alpha – 3 Years

2.82%

—

Information Ratio – 3 Years

0.29

—

Volatility – 1 Year

6.95%

31.32%

Volatility – 3 Years

8.51%

—

Beta – 1 Year

0.29

—

Beta – 3 Years

0.49

—

Sharpe Ratio – 1 Year

-1.24

0.27

Sharpe Ratio – 3 Years

0.61

—

Worst Rolling Year

9.80%

—

Value at Worst Rolling Year

₹1.10 Cr

—

Deepest Drawdown

−9.10%

−19.94%

Recovery Period

Not yet recovered

1-Year Rolling Windows Positive

100.00%

—

Median Rolling Year

14.02%

—

5-Year Rolling Windows Positive

100.00%

—

Market-Cap Mix

—

L 14% · M 14% · S 72%

Number of Stocks

—

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

—

Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.