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Guardian Capital Partners Fund- Opportunity Scheme

Category III

Overview

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 Structure Details

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