Alternative Investment Funds (AIF)Compare Schemes
Buoyant Opportunities Strategy I vs GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME
Add SchemeGrowth of ₹1 Crore
Buoyant Opportunities Strategy I
GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.91%
2.24%
6 Months
7.02%
3.39%
1 Year
12.60%
7.77%
3 Years
17.44%
13.13%
5 Years
—
15.34%
Since Inception
20.23%
26.85%
Fund Age
3 yrs 7 mo
6 yrs 7 mo
AUM
₹2,497.88 Cr
—
Alpha – 1 Year
9.62%
11.35%
Alpha – 3 Years
5.55%
7.25%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
17.96%
18.08%
Volatility – 3 Years
14.91%
15.20%
Beta – 1 Year
1.01
1.03
Beta – 3 Years
0.90
0.85
Sharpe Ratio – 1 Year
0.45
0.21
Sharpe Ratio – 3 Years
0.78
0.55
Worst Rolling Year
18.59%
12.40%
Value at Worst Rolling Year
₹1.19 Cr
₹1.12 Cr
Deepest Drawdown
−15.14%
−16.78%
Recovery Period
122 days
134 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.43%
21.88%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 20% · S 20%
L 51% · M 7% · S 42%
Number of Stocks
37
30
Portfolio P/E
24.82
22.34
Top 5 Holdings
ICICI Bank Ltd · 7.36%
Axis Bank Ltd · 6.11%
Cash & Cash Equivalent · 5.15%
Interglobe Aviation Ltd · 4.30%
Bharti Airtel Ltd · 4.01%
HDFC Bank Ltd
Axis Bank Ltd
Quess Corp Ltd
Oil & Natural Gas Corpn Ltd
Maruti Suzuki India Ltd
Top Sectors
—
Financial Services · 43.85%
Automobile and Auto Components · 15.55%
Services · 9.40%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%