Alternative Investment Funds (AIF)Compare Schemes
The Golden Bird Investment Trust 1 vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
The Golden Bird Investment Trust 1
YES Wealth Maximiser AIF
Return for the risk
1 yr return
0%
5%
10%
15%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−1.57%
1.92%
6 Months
19.90%
6.21%
1 Year
10.40%
5.06%
3 Years
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—
5 Years
—
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Since Inception
10.62%
18.57%
Fund Age
13 mo
2 yrs 5 mo
AUM
₹66.73 Cr
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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%
10.66%
Volatility – 3 Years
—
—
Beta – 1 Year
—
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Beta – 3 Years
—
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Sharpe Ratio – 1 Year
0.27
0.14
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
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Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.94%
−7.47%
Recovery Period
Not yet recovered
Not yet recovered
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 46% · M 15% · S 20%
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%
Bharti Airtel Ltd · 5.78%
HDFC Bank Ltd · 4.14%
Apollo Hospitals Enterprise Ltd · 3.93%
Reliance Industries Ltd · 3.82%
ICICI Bank Ltd · 3.67%
Top Sectors
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Financial Services · 30.04%
Healthcare · 8.83%
Automobile and Auto Components · 7.22%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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