Guardian - Multicap
EQUITY MULTI CAP
High Quality companies. Concentrated purchase at reasonable prices. Fund not indifferent to volatility, unhedged
+10.59%
3Y annualised returns
+18.91%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
22 May '19
Total AUM
₹57.49Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity87.5%
Cash12.5%
Equity market cap split
Large Cap35.5%
Mid Cap29.1%
Small Cap23.0%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
3%
PMS management
KDKartik DamodarFund ManagerView details
KD
Kartik Damodar
Fund Manager
View details
About
Over 10 years of experience in finance industry including investment banking, strategy, and operational consulting, and wealth management. Part of the prestigious business transformations team at American Express, based in New York and New Delhi, and also a part of the research team at Dundee Securities Investment Bank in Toronto, where he developed and updated various financial models. MBA from the University of British Columbia and B Com from the University of Windsor.
Experience
Over 10 years of experience across the finance industry.
Investment philosophy
Expertise in investment banking, strategy, operational consulting, and wealth management.
Previously worked at
- American Express
- Dundee Securities Investment Bank
Awards
- Served on the business transformations team at American Express and developed financial models for the research team at Dundee Securities Investment Bank.
PMS house
Guardian Asset Management Pvt Ltd
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