Alternative Investment Funds (AIF)Compare Schemes
SOHUM INDIA OPPORTUNITIES FUND vs The Golden Bird Investment Trust 1
Add SchemeGrowth of ₹1 Crore
SOHUM INDIA OPPORTUNITIES 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%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.41%
−1.57%
6 Months
3.27%
19.90%
1 Year
7.91%
10.40%
3 Years
15.60%
—
5 Years
—
—
Since Inception
18.19%
10.62%
Fund Age
4 yrs 2 mo
13 mo
AUM
—
₹66.73 Cr
Alpha – 1 Year
8.34%
—
Alpha – 3 Years
7.04%
—
Information Ratio – 3 Years
1.15
—
Volatility – 1 Year
17.57%
31.32%
Volatility – 3 Years
14.47%
—
Beta – 1 Year
1.08
—
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.21
0.27
Sharpe Ratio – 3 Years
0.70
—
Worst Rolling Year
14.68%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−18.89%
−19.94%
Recovery Period
243 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.64%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 82% · M 6% · S 8%
L 14% · M 14% · S 72%
Number of Stocks
34
38
Portfolio P/E
28.34
31.25
Top 5 Holdings
ICICI Bank Ltd · 8.78%
HDFC Bank Ltd · 6.57%
Reliance Industries Ltd · 6.41%
Bharti Airtel Ltd Partly Paidup · 6.35%
Axis Bank Ltd · 6.02%
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
Financial Services · 35.47%
Automobile and Auto Components · 9.92%
Metals & Mining · 6.67%
—
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—