Alternative Investment Funds (AIF)Compare Schemes
GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME vs Inquant Debt Plus
Add SchemeGrowth of ₹1 Crore
GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME
Inquant Debt Plus
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 5.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.24%
1.82%
6 Months
3.39%
6.03%
1 Year
7.77%
11.09%
3 Years
13.13%
11.70%
5 Years
15.34%
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Since Inception
26.85%
10.61%
Fund Age
6 yrs 7 mo
1 yr 9 mo
AUM
—
—
Alpha – 1 Year
11.35%
—
Alpha – 3 Years
7.25%
—
Information Ratio – 3 Years
0.24
—
Volatility – 1 Year
18.08%
1.49%
Volatility – 3 Years
15.20%
2.55%
Beta – 1 Year
1.03
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Beta – 3 Years
0.85
—
Sharpe Ratio – 1 Year
0.21
3.81
Sharpe Ratio – 3 Years
0.55
-0.32
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%
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Market-Cap Mix
L 51% · M 7% · S 42%
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Number of Stocks
30
—
Portfolio P/E
22.34
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Top 5 Holdings
HDFC Bank Ltd
Axis Bank Ltd
Quess Corp Ltd
Oil & Natural Gas Corpn Ltd
Maruti Suzuki India Ltd
Derivative Futures & Options · 100.00%
Top Sectors
Financial Services · 43.85%
Automobile and Auto Components · 15.55%
Services · 9.40%
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Fixed Fee
—
—
Performance Fee / Plan
10% of profit
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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