The Golden Bird Investment Trust 1

Returns

After expenses and tax, before performance fee, as The Golden Bird Investment Trust reports them, to 31 Aug 2026. AIFs report returns on different bases, so compare like with like. Benchmark returns weren’t reported.

Fund details

Category

Category III

Strategy

Long-only

Market-cap style

Multi / flexi cap

Asset type

—

Benchmark

—

Fund manager

Sajal Vats

Market-cap mix

• Large cap14.68%
• Mid cap11.42%
• Small cap66.84%
• Cash7.05%

The five largest holdings are 29.28% of the portfolio.

Investment approach

Our AIF targets India's growth story, giving HNIs and institutional investors a platform to tap into the country's dynamic financial markets and deepening market depth. It invests across a diverse range of assets — from early-stage ventures to established corporations, and listed to unlisted equities — building a resilient, diversified portfolio aimed at maximizing returns. With the Indian AIF industry expanding rapidly, the fund is well-positioned to deliver above-average, risk-adjusted growth, offering both seasoned and diversifying investors a compelling way to participate in India's economic ascendance.

About the fund manager

Mr. Sajal Vats — CIO & Fund Manager

Sajal Vats is the Chief Investment Officer and Fund Manager, bringing a strong background in corporate governance and financial markets. A Company Secretary (ICSI) and NISM-Series-XIX-C certified AIF manager, he leads the fund's investment strategy and portfolio construction across listed and unlisted equities. His work rests on detailed fundamental analysis — financial statements, industry and economic trends and valuation — to identify opportunities, assess risk and translate research into well-reasoned, actionable decisions aligned with the fund's long-term objectives.

As the fund house describes it.