Guardian Capital Partners

Guardian Capital Partners

AUM (Cr.)

-

No. of Clients

-

No. of Strategy

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 Strategies Returns
Strategy Name Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Guardian Capital Partners Fund - Opportunities Scheme
CAT III - LONG ONLY 5.37% NA NA NA Jan 2020

* All performance above are as on 31st October 2022  * Above 1 year returns are in CAGR* 

Portfolio Manager Profile

Mr Kabir Kewalramani

Mr Kabir Kewalramani

Fund Manager Co-CIO

Mr Manav Saraf

Mr Manav Saraf

Fund Manager Co-CIO

AMC Registered Address

NA
SEBI Reg No : NA

AMC Investor Login Link

Click here

AMC Website Link

Click here

AMC Social Media

Disclaimer & Risk Factors:

We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

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