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Guardian - Multicap
Guardian - Multicap

Guardian - Multicap

  • Guardian Asset Management Pvt Ltd
  • MULTI CAP AND FLEXI CAP
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Portfolio age6 years, 7 months
-3.2%
-7.74%
Hurdle Rate**10.00%
Fixed fee2.00%
Min. Investment₹50 Lacs
*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

bt_logoTRAILING PERFORMANCE

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

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (22.59%)
Allocation by Market Cap
Small Cap (14.39%)
Mid Cap (36.25%)
Large Cap (26.77%)
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Feb, 2025)
Inception Date
May 22, 2019
Min. Investment
₹50 Lacs
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

bt_logoFEE 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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bt_logoINVESTMENT 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.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Strategic Opportunities Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 259
Fixed Fee
No Option
Scheme Return
7.96%
Benchmark Return
0.96%
Turtle Wealth - 212 Wealth Mantra
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 259
Fixed Fee
2.00%
Scheme Return
4.25%
Benchmark Return
0.96%
Asit C Mehta - ACE - Multicap
AUM (₹ Cr)
₹146.61 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 259
Fixed Fee
2.50%
Scheme Return
3.81%
Benchmark Return
0.96%
Asit C Mehta - ACE - 15
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 259
Fixed Fee
2.50%
Scheme Return
3.35%
Benchmark Return
0.96%
Flexicap Fundamental Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 259
Fixed Fee
2.50%
Scheme Return
3.3%
Benchmark Return
0.96%
AlfAccurate Advisors - AAA Focus Plan
AUM (₹ Cr)
₹12.43 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 259
Fixed Fee
2.50%
Scheme Return
3.11%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT 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

AUM (₹ cr)

98.13 (As on Feb, 2025)

Number of Schemes

0
Schemes From This AMC
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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ'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 ?
There is no option for Variable fee.
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 Lacs
What type of scheme is Guardian - Multicap?
Guardian - Multicap is an scheme. It falls in the MULTI CAP AND FLEXI 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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