Alternative Investment Funds (AIF)Compare Schemes
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund vs The Golden Bird Investment Trust 1
Add SchemeGrowth of ₹1 Crore
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
The Golden Bird Investment Trust 1
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.18%
−1.57%
6 Months
1.31%
19.90%
1 Year
5.72%
10.40%
3 Years
15.69%
—
5 Years
17.06%
—
Since Inception
18.15%
10.62%
Fund Age
5 yrs 3 mo
13 mo
AUM
₹1,828 Cr
₹66.73 Cr
Alpha – 1 Year
6.15%
—
Alpha – 3 Years
7.12%
—
Information Ratio – 3 Years
1.44
—
Volatility – 1 Year
18.93%
31.32%
Volatility – 3 Years
15.01%
—
Beta – 1 Year
1.16
—
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
0.10
0.27
Sharpe Ratio – 3 Years
0.66
—
Worst Rolling Year
13.67%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−16.27%
−19.94%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.76%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 14% · M 14% · S 72%
Number of Stocks
—
38
Portfolio P/E
—
31.25
Top 5 Holdings
Reliance Industries Ltd · 9.70%
HDFC Bank Ltd · 9.00%
Indus Towers Ltd · 4.60%
ICICI Bank Ltd · 4.50%
Axis Bank Ltd · 4.30%
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
—
—
Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—