Guardian Capital Partners
AUM (Cr.)
-
No. of Clients
-
No. of Investment Approach
1
As On
Guardian Capital Partners Fund started in Jan-20. It offers a multi-cap equity fund through its Opportunities Scheme. They started in Jan-20 as an advisory portfolio and the assets moved to the AIF in Nov-21. The data provided is for the entire period. Their strategy is to buy good companies when they are cheap and only if they are cheap. If they are not cheap they stay on the side-lines in cash for periods. Especially for large cap companies they buy them when they trade at discounts to their long term average valuations and exit them when they start trading above long term average valuations without waiting for peak valuations.
| AIF Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Opportunities Scheme |
CAT III - LONG ONLY | 34.60% | 32.99% | 23.80% | NA | Jan 2020 |
* All performance above are as on 31st August 2024, * Above 1 year returns are in CAGR*
Portfolio Manager Profile
Mr Kabir Kewalramani
Fund Manager Co-CIO
Mr Manav Saraf
Fund Manager Co-CIO
Videos
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Articles
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News
NA
AMC Registered Address
10th Floor, Parinee Cresenzo, C-30, G Block, Bandra Kurla Complex, Bandra East BKC Maharashtra-400051
SEBI Reg No : NA
AMC Investor Login Link
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AMC Website Link
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