Alternative Investment Funds (AIF)Compare Schemes
Northern Arc Money Market Alpha Fund vs The Golden Bird Investment Trust 1
Add SchemeGrowth of ₹1 Crore
Northern Arc Money Market Alpha Fund
The Golden Bird Investment Trust 1
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 6.8%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
8.60%
−1.57%
6 Months
9.38%
19.90%
1 Year
9.19%
10.40%
3 Years
9.65%
—
5 Years
9.51%
—
Since Inception
9.50%
10.62%
Fund Age
7 yrs 6 mo
13 mo
AUM
₹760 Cr
₹66.73 Cr
Alpha – 1 Year
3.16%
—
Alpha – 3 Years
2.87%
—
Information Ratio – 3 Years
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Volatility – 1 Year
1.92%
31.32%
Volatility – 3 Years
6.95%
—
Beta – 1 Year
—
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
52.26
0.27
Sharpe Ratio – 3 Years
14.31
—
Worst Rolling Year
9.06%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
—
−19.94%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
9.49%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 14% · M 14% · S 72%
Number of Stocks
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38
Portfolio P/E
—
31.25
Top 5 Holdings
Navi Finserv Ltd. · 7.62%
Krazybee Services Private Limited · 5.72%
Si Creva Capital · 5.72%
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD · 4.77%
Whizdm Finance Private Limited (Money View) · 4.77%
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
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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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