Alternative Investment Funds (AIF)Compare Schemes
The Golden Bird Investment Trust 1 vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
The Golden Bird Investment Trust 1
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−1.57%
0.40%
6 Months
19.90%
4.71%
1 Year
10.40%
9.48%
3 Years
—
5.09%
5 Years
—
7.27%
Since Inception
10.62%
7.18%
Fund Age
13 mo
5 yrs 9 mo
AUM
₹66.73 Cr
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Alpha – 1 Year
—
7.96%
Alpha – 3 Years
—
−5.01%
Information Ratio – 3 Years
—
-0.38
Volatility – 1 Year
31.32%
1.59%
Volatility – 3 Years
—
6.50%
Beta – 1 Year
—
0.04
Beta – 3 Years
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-0.12
Sharpe Ratio – 1 Year
0.27
2.33
Sharpe Ratio – 3 Years
—
-0.03
Worst Rolling Year
—
5.09%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−19.94%
−8.84%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
8.68%
5-Year Rolling Windows Positive
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100.00%
Market-Cap Mix
L 14% · M 14% · S 72%
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Number of Stocks
38
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Portfolio P/E
31.25
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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%
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Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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