Alternative Investment Funds (AIF)Compare Schemes
Prudent Equity ACE Fund vs The Golden Bird Investment Trust 1
Add SchemeGrowth of ₹1 Crore
Prudent Equity ACE Fund
The Golden Bird Investment Trust 1
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.40%
−1.57%
6 Months
4.20%
19.90%
1 Year
−1.50%
10.40%
3 Years
17.60%
—
5 Years
—
—
Since Inception
23.60%
10.62%
Fund Age
3 yrs 7 mo
13 mo
AUM
—
₹66.73 Cr
Alpha – 1 Year
−3.50%
—
Alpha – 3 Years
6.90%
—
Information Ratio – 3 Years
0.28
—
Volatility – 1 Year
23.18%
31.32%
Volatility – 3 Years
24.12%
—
Beta – 1 Year
1.17
—
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
-0.20
0.27
Sharpe Ratio – 3 Years
0.56
—
Worst Rolling Year
17.56%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−23.18%
−19.94%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
27.42%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 14% · M 14% · S 72%
Number of Stocks
—
38
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
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—
Fixed Fee
3.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—