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 | 148.82 | 4.27 | 1.96 | 14.79 | 3.42 | 17.42 | – | – | – | 22.26 |
| Benchmark S&P BSE 500 TRI | 4.27 | 3.72 | 8.33 | 5.32 | 19.63 | – | – | – | 19.57 | ||
| Debt | Stalwart Liquid STP | – | – | – | – | – | – | – | – | – | – |
| CRISIL Composite Bond Fund | – | – | – | – | – | – | – | – | – |
Portfolio Turnover Ratio
| Investment Approach | 1 Month | 1 Year |
| Wealth Guardian Fund | 0.05 | 0.81 |
| Stalwart Liquid STP | – | 3.43 |
| Above reported performance pertains to the period ended 31/10/2025. |
| 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. |