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GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME vs Meenakshi Real Assets Fund

GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME

Meenakshi Real Assets Fund

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Growth of ₹1 Crore

GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME

Meenakshi Real Assets Fund

Return for the risk

3 yrs return

10%

15%

20%

Nifty 500 · 5.9%

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

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Sharpe Ratio – 3 Years

0.55

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Worst Rolling Year

12.40%

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Value at Worst Rolling Year

₹1.12 Cr

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Deepest Drawdown

−16.78%

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Recovery Period

134 days

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1-Year Rolling Windows Positive

100.00%

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Median Rolling Year

21.88%

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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

—

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

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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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