Alternative Investment Funds (AIF)Compare Schemes
NIEO 7 (Reimagine India Opportunity) vs The Golden Bird Investment Trust 1
Add SchemeGrowth of ₹1 Crore
NIEO 7 (Reimagine India Opportunity)
The Golden Bird Investment Trust 1
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
NIFTY 500 Index · 2.4%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.63%
−1.57%
6 Months
6.27%
19.90%
1 Year
4.89%
10.40%
3 Years
16.29%
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5 Years
—
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Since Inception
15.79%
10.62%
Fund Age
4 yrs 5 mo
13 mo
AUM
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₹66.73 Cr
Alpha – 1 Year
2.49%
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Alpha – 3 Years
5.09%
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Information Ratio – 3 Years
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Volatility – 1 Year
15.76%
31.32%
Volatility – 3 Years
—
—
Beta – 1 Year
0.88
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Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.02
0.27
Sharpe Ratio – 3 Years
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Worst Rolling Year
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Value at Worst Rolling Year
—
—
Deepest Drawdown
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−19.94%
Recovery Period
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Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 50% · M 13% · S 36%
L 14% · M 14% · S 72%
Number of Stocks
46
38
Portfolio P/E
34.26
31.25
Top 5 Holdings
ICICI Bank Ltd · 5.22%
Bosch Ltd · 4.09%
Krishna Institute of Medical Sciences Ltd · 3.79%
Emmvee Photovoltaic Power Ltd · 3.51%
Grasim Industries 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
Financial Services · 33.27%
Capital Goods · 15.56%
Healthcare · 10.17%
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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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