
Category III
Guardian Capital Partners Fund – Opportunity Scheme is an open-ended Category III long-only AIF that follows a disciplined value-driven strategy of buying good companies only when they are cheap — staying in cash on the sidelines when markets are expensive — targeting 20% gross returns annually over any 3–5 year rolling period through bottom-up fundamental research across market caps. The fund invests when companies trade at discounts to their fair value and exits when they reach long-term average valuations, aiming for a high up-capture ratio and low down-capture ratio to deliver superior risk-adjusted returns.
Fund Type
Category III
Category Type
Long Only Equity Funds (100%)
Investment Focus
Public Equity
Fund Currency
INR
AUM (₹in cr.)
-
Sponsor Commitment (₹in cr.)
-
Registration Number
IN/AIF3/21-22/0918
Fund Inception Date
01-11-2021
First Close Date
-
Last Close Date
-
Last Updated Factsheet
23-07-2026
Ticket Size (₹in cr.)
₹1
Open And Close Ended Fund
Open-Ended
Tenure
-
6 Month Return
0%
1 Year Return
-1.05%
3 Year Return
15.03%
5 Year Return
13.95%
Since Inception Return
26.53%
Extension Period
-
Lock-in Period
-
Residual Tenure
-
Open For Investments
Yes