Alternative Investment Funds (AIF)Compare Schemes
Alchemy - Leaders of Tomorrow vs GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME
Add SchemeGrowth of ₹1 Crore
Alchemy - Leaders of Tomorrow
GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
2.24%
6 Months
20.58%
3.39%
1 Year
11.33%
7.77%
3 Years
17.97%
13.13%
5 Years
17.37%
15.34%
Since Inception
15.42%
26.85%
Fund Age
8 yrs 6 mo
6 yrs 7 mo
AUM
₹935.28 Cr
—
Alpha – 1 Year
9.38%
11.35%
Alpha – 3 Years
7.32%
7.25%
Information Ratio – 3 Years
0.66
0.24
Volatility – 1 Year
24.59%
18.08%
Volatility – 3 Years
19.99%
15.20%
Beta – 1 Year
1.25
1.03
Beta – 3 Years
1.13
0.85
Sharpe Ratio – 1 Year
0.32
0.21
Sharpe Ratio – 3 Years
0.65
0.55
Worst Rolling Year
6.04%
12.40%
Value at Worst Rolling Year
₹1.06 Cr
₹1.12 Cr
Deepest Drawdown
−22.30%
−16.78%
Recovery Period
91 days
134 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
21.88%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 25% · S 45%
L 51% · M 7% · S 42%
Number of Stocks
31
30
Portfolio P/E
63.61
22.34
Top 5 Holdings
Avalon Technologies Ltd · 7.05%
BSE Ltd · 6.06%
Dixon Technologies (India) Ltd · 6.03%
Multi Commodity Exchange of India Ltd · 5.52%
KDDL Ltd · 5.29%
HDFC Bank Ltd
Axis Bank Ltd
Quess Corp Ltd
Oil & Natural Gas Corpn Ltd
Maruti Suzuki India Ltd
Top Sectors
Financial Services · 26.68%
Capital Goods · 19.55%
Consumer Durables · 13.22%
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%