Compare Schemes

PGIM India Equity Growth Opportunities Fund - Series II vs The Golden Bird Investment Trust 1

PGIM India Equity Growth Opportunities Fund - Series II

The Golden Bird Investment Trust 1

Add Scheme

Growth of ₹1 Crore

PGIM India Equity Growth Opportunities Fund - Series II

The Golden Bird Investment Trust 1

Return for the risk

1 yr return

-10%

-5%

10%

15%

NIFTY Smallcap 250 Index · 5.7%

PGIM India Equity Growth Opportunities Fund - Series II

-6.4% • vol 30.5%

The Golden Bird Investment Trust 1

10.4% • vol 31.3%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

0.60%

−1.57%

6 Months

15.92%

19.90%

1 Year

−6.36%

10.40%

3 Years

—

5 Years

—

Since Inception

−4.92%

10.62%

Fund Age

2 yrs

13 mo

AUM

₹334 Cr

₹66.73 Cr

Alpha – 1 Year

−12.07%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

30.54%

31.32%

Volatility – 3 Years

—

Beta – 1 Year

1.29

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.13

0.27

Sharpe Ratio – 3 Years

—

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 14% · M 14% · S 72%

Number of Stocks

—

Portfolio P/E

—

31.25

Top 5 Holdings

—

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

2.50% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

—

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.