Alternative Investment Funds (AIF)Compare Schemes
Nippon - (Empowered India) vs The Golden Bird Investment Trust 1
Add SchemeGrowth of ₹1 Crore
Nippon - (Empowered 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
−0.82%
−1.57%
6 Months
5.72%
19.90%
1 Year
1.32%
10.40%
3 Years
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5 Years
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Since Inception
1.83%
10.62%
Fund Age
12 mo
13 mo
AUM
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₹66.73 Cr
Alpha – 1 Year
−1.08%
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Alpha – 3 Years
—
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Information Ratio – 3 Years
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Volatility – 1 Year
17.16%
31.32%
Volatility – 3 Years
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—
Beta – 1 Year
0.93
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Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.18
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 23% · M 17% · S 47%
L 14% · M 14% · S 72%
Number of Stocks
51
38
Portfolio P/E
35.98
31.25
Top 5 Holdings
Cash & Cash Equivalent · 12.38%
ICICI Bank Ltd · 4.59%
HDFC Bank Ltd · 3.38%
Edelweiss Financial Services Ltd · 3.33%
Biocon Ltd · 3.01%
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 · 30.15%
Healthcare · 11.14%
Capital Goods · 9.34%
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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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