Alternative Investment Funds (AIF)Compare Schemes
GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME vs Motilal Oswal Hedged Equity Multifactor Strategy
GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME
Motilal Oswal Hedged Equity Multifactor Strategy
Add SchemeGrowth of ₹1 Crore
GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME
Motilal Oswal Hedged Equity Multifactor Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 5.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.24%
−0.26%
6 Months
3.39%
0.82%
1 Year
7.77%
0.28%
3 Years
13.13%
12.21%
5 Years
15.34%
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Since Inception
26.85%
10.16%
Fund Age
6 yrs 7 mo
4 yrs 5 mo
AUM
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Alpha – 1 Year
11.35%
−2.70%
Alpha – 3 Years
7.25%
0.33%
Information Ratio – 3 Years
0.24
-0.01
Volatility – 1 Year
18.08%
7.33%
Volatility – 3 Years
15.20%
16.70%
Beta – 1 Year
1.03
0.35
Beta – 3 Years
0.85
0.81
Sharpe Ratio – 1 Year
0.21
-0.67
Sharpe Ratio – 3 Years
0.55
0.45
Worst Rolling Year
12.40%
12.21%
Value at Worst Rolling Year
₹1.12 Cr
₹1.12 Cr
Deepest Drawdown
−16.78%
−26.78%
Recovery Period
134 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.88%
16.77%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 51% · M 7% · S 42%
L 37% · M 27% · S 24%
Number of Stocks
30
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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
Ajanta Pharma Ltd · 4.20%
Cummins India Ltd · 4.10%
Eicher Motors Ltd · 3.90%
Marico Ltd · 3.90%
Torrent Pharmaceuticals Ltd · 3.90%
Top Sectors
Financial Services · 43.85%
Automobile and Auto Components · 15.55%
Services · 9.40%
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Fixed Fee
—
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Performance Fee / Plan
10% of profit
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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