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The Golden Bird Investment Trust 1 vs Vajra Capital Growth Scheme

The Golden Bird Investment Trust 1

Vajra Capital Growth Scheme

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Growth of ₹1 Crore

The Golden Bird Investment Trust 1

Vajra Capital Growth Scheme

Return for the risk

1 yr return

-10%

-5%

10%

15%

The Golden Bird Investment Trust 1

10.4% • vol 31.3%

Vajra Capital Growth Scheme

-3.5% • vol 15.3%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

−1.57%

−0.01%

6 Months

19.90%

−8.00%

1 Year

10.40%

−3.45%

3 Years

—

5 Years

—

Since Inception

10.62%

7.49%

Fund Age

13 mo

2 yrs 4 mo

AUM

₹66.73 Cr

—

Alpha – 1 Year

—

−3.02%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

31.32%

15.33%

Volatility – 3 Years

—

Beta – 1 Year

—

0.85

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.27

-0.51

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−19.94%

−15.50%

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%

Cash & Cash Equivalent · 100.00%

Top Sectors

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Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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