Alternative Investment Funds (AIF)Compare Schemes
Alchemy Emerging Leaders of Tomorrow Series 2 vs GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME
Alchemy Emerging Leaders of Tomorrow Series 2
GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME
Add SchemeGrowth of ₹1 Crore
Alchemy Emerging Leaders of Tomorrow Series 2
GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME
Return for the risk
3 yrs return
10%
15%
20%
25%
Nifty 500 · 16.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.21%
2.24%
6 Months
25.75%
3.39%
1 Year
21.19%
7.77%
3 Years
21.75%
13.13%
5 Years
—
15.34%
Since Inception
26.64%
26.85%
Fund Age
4 yrs 9 mo
6 yrs 7 mo
AUM
₹347.11 Cr
—
Alpha – 1 Year
15.49%
11.35%
Alpha – 3 Years
5.69%
7.25%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
28.04%
18.08%
Volatility – 3 Years
22.73%
15.20%
Beta – 1 Year
1.32
1.03
Beta – 3 Years
—
0.85
Sharpe Ratio – 1 Year
0.62
0.21
Sharpe Ratio – 3 Years
0.74
0.55
Worst Rolling Year
19.15%
12.40%
Value at Worst Rolling Year
₹1.19 Cr
₹1.12 Cr
Deepest Drawdown
−24.97%
−16.78%
Recovery Period
426 days
134 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.50%
21.88%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 11% · M 12% · S 77%
L 51% · M 7% · S 42%
Number of Stocks
32
30
Portfolio P/E
55.36
22.34
Top 5 Holdings
Avalon Technologies Ltd · 6.72%
TD Power Systems Ltd · 6.68%
Cartrade Tech Ltd · 5.56%
Bharat Electronics Ltd · 5.42%
S J S Enterprises Ltd · 5.34%
HDFC Bank Ltd
Axis Bank Ltd
Quess Corp Ltd
Oil & Natural Gas Corpn Ltd
Maruti Suzuki India Ltd
Top Sectors
Capital Goods · 52.68%
Financial Services · 16.08%
Automobile and Auto Components · 8.29%
Financial Services · 43.85%
Automobile and Auto Components · 15.55%
Services · 9.40%
Fixed Fee
—
—
Performance Fee / Plan
—
10% of profit
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%