Alternative Investment Funds (AIF)Compare Schemes
Nippon - Champions 21st Century vs The Golden Bird Investment Trust 1
Add SchemeGrowth of ₹1 Crore
Nippon - Champions 21st Century
The Golden Bird Investment Trust 1
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 500 Index · 11.2%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.83%
−1.57%
6 Months
2.86%
19.90%
1 Year
−0.70%
10.40%
3 Years
10.21%
—
5 Years
11.39%
—
Since Inception
14.50%
10.62%
Fund Age
10 mo
13 mo
AUM
—
₹66.73 Cr
Alpha – 1 Year
−3.10%
—
Alpha – 3 Years
−0.99%
—
Information Ratio – 3 Years
-0.46
—
Volatility – 1 Year
14.46%
31.32%
Volatility – 3 Years
14.09%
—
Beta – 1 Year
0.82
—
Beta – 3 Years
0.89
—
Sharpe Ratio – 1 Year
-0.42
0.27
Sharpe Ratio – 3 Years
0.33
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−19.94%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 47% · M 8% · S 40%
L 14% · M 14% · S 72%
Number of Stocks
41
38
Portfolio P/E
34.07
31.25
Top 5 Holdings
Cash & Cash Equivalent · 5.59%
ICICI Bank Ltd · 5.22%
Mahindra & Mahindra Ltd · 4.75%
Edelweiss Financial Services Ltd · 4.62%
Granules India Ltd · 4.13%
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 · 32.81%
Automobile and Auto Components · 10.68%
Healthcare · 8.47%
—
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—