Alternative Investment Funds (AIF)Compare Schemes
NIEO 8 (Unlimited India) vs The Golden Bird Investment Trust 1
Add SchemeGrowth of ₹1 Crore
NIEO 8 (Unlimited India)
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
1.46%
−1.57%
6 Months
4.35%
19.90%
1 Year
−1.91%
10.40%
3 Years
9.43%
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5 Years
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Since Inception
15.43%
10.62%
Fund Age
4 yrs 1 mo
13 mo
AUM
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₹66.73 Cr
Alpha – 1 Year
−4.31%
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Alpha – 3 Years
−1.77%
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Information Ratio – 3 Years
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Volatility – 1 Year
15.55%
31.32%
Volatility – 3 Years
—
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Beta – 1 Year
0.86
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Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.44
0.27
Sharpe Ratio – 3 Years
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Worst Rolling Year
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Value at Worst Rolling Year
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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 35% · M 15% · S 44%
L 14% · M 14% · S 72%
Number of Stocks
44
38
Portfolio P/E
35.37
31.25
Top 5 Holdings
Cash & Cash Equivalent · 5.81%
ICICI Bank Ltd · 5.23%
PNB Housing Finance Ltd · 4.22%
Krishna Institute of Medical Sciences Ltd · 4.16%
Edelweiss Financial Services Ltd · 3.72%
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 · 29.88%
Healthcare · 11.18%
Consumer Services · 10.47%
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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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