Alternative Investment Funds (AIF)Compare Schemes
NIEO 9 (Undiscovered India) vs The Golden Bird Investment Trust 1
Add SchemeGrowth of ₹1 Crore
NIEO 9 (Undiscovered India)
The Golden Bird Investment Trust 1
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 7.6%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.47%
−1.57%
6 Months
11.38%
19.90%
1 Year
3.23%
10.40%
3 Years
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5 Years
—
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Since Inception
11.49%
10.62%
Fund Age
2 yrs 9 mo
13 mo
AUM
—
₹66.73 Cr
Alpha – 1 Year
−4.37%
—
Alpha – 3 Years
—
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Information Ratio – 3 Years
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Volatility – 1 Year
21.51%
31.32%
Volatility – 3 Years
—
—
Beta – 1 Year
0.88
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.02
0.27
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
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—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−19.94%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
M 10% · S 81%
L 14% · M 14% · S 72%
Number of Stocks
43
38
Portfolio P/E
34.83
31.25
Top 5 Holdings
Cash & Cash Equivalent · 9.04%
Neuland Laboratories Ltd · 4.97%
Healthcare Global Enterprises Ltd · 4.47%
Sri Lotus Developers & Realty Ltd · 4.22%
PNB Housing Finance Ltd · 3.39%
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 · 24.03%
Capital Goods · 14.55%
Healthcare · 14.39%
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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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