Alternative Investment Funds (AIF)Compare Schemes
GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME vs Sundaram Alternative - Opportunities Series - Atlas
GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME
Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME
Sundaram Alternative - Opportunities Series - Atlas
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 5.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.24%
−1.41%
6 Months
3.39%
25.53%
1 Year
7.77%
27.30%
3 Years
13.13%
23.29%
5 Years
15.34%
—
Since Inception
26.85%
20.51%
Fund Age
6 yrs 7 mo
4 yrs 5 mo
AUM
—
—
Alpha – 1 Year
11.35%
24.92%
Alpha – 3 Years
7.25%
12.08%
Information Ratio – 3 Years
0.24
1.04
Volatility – 1 Year
18.08%
28.26%
Volatility – 3 Years
15.20%
20.05%
Beta – 1 Year
1.03
1.42
Beta – 3 Years
0.85
1.07
Sharpe Ratio – 1 Year
0.21
0.79
Sharpe Ratio – 3 Years
0.55
0.87
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%
—
Market-Cap Mix
L 51% · M 7% · S 42%
—
Number of Stocks
30
—
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
—
Top Sectors
Financial Services · 43.85%
Automobile and Auto Components · 15.55%
Services · 9.40%
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
10% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 3% / 2%