Alternative Investment Funds (AIF)Compare Schemes
MNCL Capital Compounder Fund 1 vs The Golden Bird Investment Trust 1
Add SchemeGrowth of ₹1 Crore
MNCL Capital Compounder Fund 1
The Golden Bird Investment Trust 1
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
−1.57%
6 Months
13.30%
19.90%
1 Year
7.90%
10.40%
3 Years
10.33%
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5 Years
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Since Inception
13.50%
10.62%
Fund Age
4 yrs
13 mo
AUM
₹116.6 Cr
₹66.73 Cr
Alpha – 1 Year
2.60%
—
Alpha – 3 Years
−2.21%
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Information Ratio – 3 Years
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Volatility – 1 Year
21.27%
31.32%
Volatility – 3 Years
17.50%
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Beta – 1 Year
—
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Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
0.27
Sharpe Ratio – 3 Years
0.35
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Worst Rolling Year
8.76%
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Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−21.82%
−19.94%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
11.67%
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 19% · S 78%
L 14% · M 14% · S 72%
Number of Stocks
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38
Portfolio P/E
—
31.25
Top 5 Holdings
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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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