Alternative Investment Funds (AIF)Compare Schemes
GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME vs Motilal Oswal Founders Fund Series I
Add SchemeGrowth of ₹1 Crore
GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME
Motilal Oswal Founders Fund Series I
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 5.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.24%
0.45%
6 Months
3.39%
16.54%
1 Year
7.77%
4.93%
3 Years
13.13%
20.02%
5 Years
15.34%
—
Since Inception
26.85%
24.01%
Fund Age
6 yrs 7 mo
3 yrs 5 mo
AUM
—
₹1,778.6 Cr
Alpha – 1 Year
11.35%
1.95%
Alpha – 3 Years
7.25%
8.14%
Information Ratio – 3 Years
0.24
0.49
Volatility – 1 Year
18.08%
17.28%
Volatility – 3 Years
15.20%
21.44%
Beta – 1 Year
1.03
0.84
Beta – 3 Years
0.85
1.05
Sharpe Ratio – 1 Year
0.21
-0.21
Sharpe Ratio – 3 Years
0.55
0.67
Worst Rolling Year
12.40%
20.04%
Value at Worst Rolling Year
₹1.12 Cr
₹1.20 Cr
Deepest Drawdown
−16.78%
−26.50%
Recovery Period
134 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.88%
22.33%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 51% · M 7% · S 42%
L 27% · M 38% · S 35%
Number of Stocks
30
27
Portfolio P/E
22.34
48.87
Top 5 Holdings
HDFC Bank Ltd
Axis Bank Ltd
Quess Corp Ltd
Oil & Natural Gas Corpn Ltd
Maruti Suzuki India Ltd
Eternal Ltd · 5.30%
Ather Energy Ltd · 4.94%
One 97 Communications Ltd · 4.92%
PTC Industries Ltd · 4.77%
Shriram Finance Ltd · 4.55%
Top Sectors
Financial Services · 43.85%
Automobile and Auto Components · 15.55%
Services · 9.40%
Capital Goods · 30.93%
Financial Services · 20.25%
Consumer Services · 8.52%
Fixed Fee
—
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Performance Fee / Plan
10% of profit
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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