Alternative Investment Funds (AIF)Compare Schemes
The Golden Bird Investment Trust 1 vs Vedartha India Opportunities Fund - Series 1
Add SchemeGrowth of ₹1 Crore
The Golden Bird Investment Trust 1
Vedartha India Opportunities Fund - Series 1
Return for the risk
1 yr return
5%
10%
15%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−1.57%
−0.27%
6 Months
19.90%
—
1 Year
10.40%
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3 Years
—
—
5 Years
—
—
Since Inception
10.62%
9.33%
Fund Age
13 mo
5 mo
AUM
₹66.73 Cr
₹135 Cr
Alpha – 1 Year
—
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Alpha – 3 Years
—
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Information Ratio – 3 Years
—
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Volatility – 1 Year
31.32%
—
Volatility – 3 Years
—
—
Beta – 1 Year
—
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Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.94%
—
Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 14% · M 14% · S 72%
L 17% · M 12% · S 40%
Number of Stocks
38
23
Portfolio P/E
31.25
21.90
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%
Gujarat Pipavav Port Limited · 6.97%
HDFC Bank Limited · 6.81%
SBI Life Insurance Company Limited · 5.32%
PI Industries Limited · 4.51%
Mrs Bectors Food Specialities Limited · 4.00%
Top Sectors
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Cash & Cash Equivalents · 30.67%
Financial Services · 17.60%
Services · 12.94%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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