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Guardian - Multicap

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Guardian - Multicap

Guardian - Multicap

  • Guardian Asset Management Pvt Ltd
  • MULTI CAP
  • 61
    Out of 96*
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Portfolio age 5 years, 9 months
-3.20%
-3.43%
Hurdle Rate** 10.00%
Fixed fee 2.00%
Min. Investment ₹50 Lac
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 28/02/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Kartik Damodar
  • Manager Rank 123 Out of 134
    i
    Rank is based on 3-year return
  • Schemes Managed 1
  • Total AUM Undisclosed
  • Highest Return In 1 Yr 2.88%
Other Schemes
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Guardian - Multicap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
5 Out of 174
Fixed Fee
2.00%
Scheme Return
-3.20%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
Guardian - Multicap
1Out of 1
-3.20%
-3.43%
S&P BSE 500 TRI
MULTI CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FUND SUMMARY

AUM (₹ Cr)
UNDISC. (As on Feb, 2025)
Inception Date
May 22, 2019
Min. Investment
₹50 Lac
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in >1-2 years, 1.00% if redeemed in >2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

Fee Structure

Fixed Fee
2.00%
Variable Fee
No Option
Hurdle Rate
10.00%
Profit Sharing
15% Profit sharing above 10% hurdle
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Investment Philosophy

Objective

High Quality companies. Concentrated purchase at reasonable prices. Fund not indifferent to volatility, unhedged.

Investment Approach

High Quality companies. Concentrated purchase at reasonable prices. Fund not indifferent to volatility, unhedged.

CALCULATORS

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PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Compare
Guardian - Multicap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 174
Fixed Fee
2.00%
Scheme Return
-3.20%
Benchmark Return
-3.43%
Qode All Weather
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 174
Fixed Fee
No Option
Scheme Return
-1.64%
Benchmark Return
-7.85%
Alpha A
AUM (₹ Cr)
112.67
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 174
Fixed Fee
1% or 0%
Scheme Return
-1.79%
Benchmark Return
-5.89%
Maxiom PMS - EMERALD
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 174
Fixed Fee
2.50%
Scheme Return
-2.78%
Benchmark Return
-5.79%
Qode Tactical Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 174
Fixed Fee
No Option
Scheme Return
-3.09%
Benchmark Return
-7.85%
ATLAS - Multicap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
0% or 20%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 174
Fixed Fee
2.00%
Scheme Return
-3.55%
Benchmark Return
-5.77%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
Guardian - Multicap
1Out of 174
-3.20%
-3.43%
S&P BSE 500 TRI
MULTI CAP
10.00%
₹UNDISC. Cr.
Qode All Weather
1Out of 174
-1.64%
-7.85%
S&P BSE 500 TRI
MULTI CAP
10%
₹UNDISC. Cr.
Alpha A
1Out of 174
-1.79%
-5.89%
Nifty 50 TRI
MULTI CAP
No Option
₹112.67 Cr.
Maxiom PMS - EMERALD
1Out of 174
-2.78%
-5.79%
Nifty 50 TRI
MULTI CAP
6% or 25%
₹UNDISC. Cr.
Qode Tactical Fund
1Out of 174
-3.09%
-7.85%
S&P BSE 500 TRI
MULTI CAP
10.00%
₹UNDISC. Cr.
ATLAS - Multicap PMS Fund
1Out of 174
-3.55%
-5.77%
S&P BSE 500 TRI
MULTI CAP
0% or 20%
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

Guardian Asset Management Pvt Ltd
Guardian Asset Management Pvt Ltd manages assets worth Rs 98.13 crores. Its current offering of PMS schemes includes 1 Multi Cap scheme.

AUM (₹ cr)

98.13 (As on Feb, 2025)

Number of Schemes

1
Schemes From This AMC
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Guardian - Multicap
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
5 Out of 174
Fixed Fee
2.00%
Strategy Return
-3.20%
Benchmark Return
-3.43%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
Guardian - Multicap
1Out of 1
-3.20%
-3.43%
S&P BSE 500 TRI
10.00%
MULTI CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’S

What is the hurdle rate of Guardian - Multicap?
The hurdle rate of Guardian - Multicap is 10.00%.
What is the fixed fee charged in Guardian - Multicap ?
The fixed fee charged in Guardian - Multicap is 2.00%.
What is the variable fee charged in Guardian - Multicap ?
The variable fee charged in Guardian - Multicap is No Option .
What is the profit sharing in Guardian - Multicap ?
The profit sharing in Guardian - Multicap is 15% Profit sharing above 10% hurdle.
What is the minimum investment in Guardian - Multicap ?
The minimum investment in Guardian - Multicap is ₹50 Lac
What type of scheme is Guardian - Multicap?
Guardian - Multicap is an scheme. It falls in the MULTI CAP category.
What is the inception date of Guardian - Multicap?
The inception date of Guardian - Multicap is May 22, 2019 .
What is the exit load of Guardian - Multicap?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in >1-2 years, 1.00% if redeemed in >2-3 years, 0% thereafter.

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