Alternative Investment Funds (AIF)Compare Schemes
Renaissance India Next Fund III - Cat III AIF vs The Golden Bird Investment Trust 1
Add SchemeGrowth of ₹1 Crore
Renaissance India Next Fund III - Cat III AIF
The Golden Bird Investment Trust 1
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · -1.6%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
5.37%
−1.57%
6 Months
1.97%
19.90%
1 Year
−1.96%
10.40%
3 Years
—
—
5 Years
—
—
Since Inception
10.29%
10.62%
Fund Age
2 yrs 9 mo
13 mo
AUM
₹302 Cr
₹66.73 Cr
Alpha – 1 Year
−0.41%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
18.68%
31.32%
Volatility – 3 Years
17.30%
—
Beta – 1 Year
1.10
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.31
0.27
Sharpe Ratio – 3 Years
0.26
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.19%
−19.94%
Recovery Period
Not yet recovered
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
—
38
Portfolio P/E
—
31.25
Top 5 Holdings
HDFC Bank Ltd · 8.78%
One 97 Communications Ltd · 6.68%
Reliance Industries Ltd · 6.07%
State Bank of India · 5.22%
ICICI Bank Ltd · 4.76%
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
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—