STALWART INVESTMENT ADVISORS LLP
SEBI PMS Reg. No. INP000007757
TWRR Returns (%)
| Strategy | Investment Approach | AUM (INR Cr.) | 1 Month | 3 Months | 6 Months | 1 Year | 2 Year | 3 Year | 4 Year | 5 Year | Since Inception |
| Equity | Wealth Guardian Fund | 55.79 | -1.45 | 0.98 | 11.24 | – | – | – | – | – | 33.38 |
| Benchmark S&P BSE 500 TRI | 0.86 | 4.49 | 17.40 | – | – | – | – | – | 31.17 |
Portfolio Turnover Ratio
| Investment Approach | 1 Month | 1 Year |
| Wealth Guardian Fund | 0.05 | – |
| Above reported performance pertains to the period ended 31/03/2024. |
| The above returns are post fixed fees and expenses. |
| The above returns are calculated by using the Time Weighted Rate of Return (TWRR) method. |
| Returns upto and below 1 Year are absolute. |
| Inception date: May 16, 2023 |
| Equity investments are subject to market risk. Read all scheme related documents carefully. |
| Past performance may or may not be sustained in future. |
| Performance related information provided above is not verified by SEBI |