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Getfive Opportunity Fund I vs GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME

Getfive Opportunity Fund I

GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME

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Growth of ₹1 Crore

Getfive Opportunity Fund I

GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME

Return for the risk

3 yrs return

10%

15%

20%

GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME

13.1% • vol 15.2%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

—

2.24%

6 Months

—

3.39%

1 Year

—

7.77%

3 Years

—

13.13%

5 Years

—

15.34%

Since Inception

—

26.85%

Fund Age

—

6 yrs 7 mo

AUM

—

Alpha – 1 Year

—

11.35%

Alpha – 3 Years

—

7.25%

Information Ratio – 3 Years

—

0.24

Volatility – 1 Year

—

18.08%

Volatility – 3 Years

—

15.20%

Beta – 1 Year

—

1.03

Beta – 3 Years

—

0.85

Sharpe Ratio – 1 Year

—

0.21

Sharpe Ratio – 3 Years

—

0.55

Worst Rolling Year

—

12.40%

Value at Worst Rolling Year

—

₹1.12 Cr

Deepest Drawdown

—

−16.78%

Recovery Period

—

134 days

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

21.88%

5-Year Rolling Windows Positive

—

100.00%

Market-Cap Mix

—

L 51% · M 7% · S 42%

Number of Stocks

—

Portfolio P/E

—

22.34

Top 5 Holdings

—

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

—

Performance Fee / Plan

—

10% of profit

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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