AIF · Equity · CAT III - LONG ONLY - MULTI CAP & FLEXI CAP
GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME
IRRSince inception26.85%
Alpha (3Y)2.07%
3Y return13.13%
Fund age6 yrs 7 mo
Fund Managers
Kabir Kewalaramani
Kabir Kewalaramani
Fund Manager, AIF, GUARDIAN
Kabir has ~23 years of investment experience focused on India. Kabir has been Managing Director at Berggruen Holdings since 2005, where he was the first hire and has set up Berggruen’s investment operations in India. At Berggruen, Kabir has been responsible for investments across multiple sectors. Prior to Berggruen, Kabir was the CEO of RDC Concrete India Ltd. RDC was previously financially strained, Kabir led a successful turnaround of the business. Currently, RDC is amongst the leading ready mix concrete companies in India. Eventually Kabir orchestrated the sale of RDC to True North (a leading private equity fund in India). Kabir started his career at Indocean Chase Capital in 1996. Kabir received a Masters Degree from Sydenham College in Mumbai.
Managing AUM₹562 Cr
Manav Saraf
Manav Saraf
Fund Manager, AIF, GUARDIAN
Manav has ~20 years of investment experience focused on India. He was the first hire for Lone Star Funds’ Asia ex-Japan build out, where he led their Indian business. As Managing Director he set up an NBFC in India and worked on multiple corporate turnarounds. He also helped setup Hudson Advisors in Asia, where he was responsible for underwriting all transactions in the region. Prior to Lone Star Funds, Manav was a senior member of some of the leading investment firms in the region including Citadel Investment Group and Mount Kellett Capital. Manav started his career at Indocean Chase Capital in 1999. Manav received an MBA from London Business School and is a CFA charter holder.
Managing AUM₹562 Cr
Growth of₹Cr
GUARDIAN CAPITAL PARTNERS FUND OPPORTUNITIES
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
GUARDIAN CAPITAL PARTNERS FUND OPPORTUNITIES0.57%7.77%3.72%13.13%15.34%26.85%
Nifty 500−1.02%−3.58%−3.34%5.88%5.98%9.80%
Excess over benchmark1.59%11.35%7.06%7.25%9.36%17.05%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
15.20%
Benchmark approx 14.75%
A standard deviation reflecting historical swings.
Sensitivity
0.85
Beta vs benchmark 1.00 · 15% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.55
Sharpe
Excess return gained per unit of volatility.
Capture ratio
91 / 75
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −16.78% from its 23 Sep 2024 peak to a 04 Mar 2025 trough, and recovered on 16 Jul 2025 after 134 days.
Max drawdowns
−16.78%
Recovery period
134 days
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme23 Sep 202404 Mar 2025−16.78%162 days16 Jul 2025134 days
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak23 Sep 2024
Trough04 Mar 2025
Depth−16.78%
Fell over162 days
Recovered16 Jul 2025
Recovery took134 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
30
P/E ratio
22.34
P/B ratio
2.99
Dividend yield
0.40%
Avg market cap
₹2.80 L Cr
Median market cap
₹48,029 Cr
Asset class
Equity
Market cap
Large cap50.54%
Mid cap7.37%
Small cap41.51%
Cash & others0.58%
As on 31 Aug 2026
Fees
VariablePlan A · Performance Linked
Fixed Management FeeNone
Performance Fee10% of profit
Hurdle RateNot applicable
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
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