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 | 134.23 | 0.43 | -1.99 | 16.24 | -7.11 | 14.58 | – | – | – | 21.00 |
| Benchmark S&P BSE 500 TRI | 1.24 | -3.23 | 7.19 | -5.50 | 15.46 | – | – | – | 18.24 | ||
| Debt | Stalwart Liquid STP | – | – | – | – | – | – | – | – | – | – |
| CRISIL Composite Bond Fund | – | – | – | – | – | – | – | – | – |
Portfolio Turnover Ratio
| Investment Approach | 1 Month | 1 Year |
| Wealth Guardian Fund | 0.07 | 0.81 |
| Stalwart Liquid STP | – | – |
| Above reported performance pertains to the period ended 30/09/2025. |
| The above returns are post fees and expenses, and are calculated using the Time Weighted Rate of Return (TWRR) method as mandated by SEBI. |
| Returns upto and below 1-year are absolute. |
| PMS 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 or APMI. |