Alternative Investment Funds (AIF)Compare Schemes
GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME vs Quest Investment Managers – Smart Alpha Sector Rotation
GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME
Quest Investment Managers – Smart Alpha Sector Rotation
Add SchemeGrowth of ₹1 Crore
GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME
Quest Investment Managers – Smart Alpha Sector Rotation
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%
1.75%
6 Months
3.39%
6.35%
1 Year
7.77%
−4.77%
3 Years
13.13%
10.09%
5 Years
15.34%
—
Since Inception
26.85%
11.81%
Fund Age
6 yrs 7 mo
4 yrs 3 mo
AUM
—
—
Alpha – 1 Year
11.35%
−9.17%
Alpha – 3 Years
7.25%
−1.38%
Information Ratio – 3 Years
0.24
-0.09
Volatility – 1 Year
18.08%
20.07%
Volatility – 3 Years
15.20%
18.70%
Beta – 1 Year
1.03
1.09
Beta – 3 Years
0.85
1.07
Sharpe Ratio – 1 Year
0.21
-0.41
Sharpe Ratio – 3 Years
0.55
0.34
Worst Rolling Year
12.40%
8.04%
Value at Worst Rolling Year
₹1.12 Cr
₹1.08 Cr
Deepest Drawdown
−16.78%
−28.14%
Recovery Period
134 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.88%
14.70%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 51% · M 7% · S 42%
L 37% · M 25% · S 28%
Number of Stocks
30
23
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
One 97 Communications Ltd · 8.44%
Coforge Ltd · 7.42%
Vishal Mega Mart Ltd · 6.87%
Piramal Pharma Ltd · 5.90%
UltraTech Cement Ltd · 5.66%
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%
—