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 | 119.14 | 3.74 | 18.59 | 0.87 | 0.57 | 20.33 | – | – | – | 24.93 |
| Benchmark S&P BSE 500 TRI | 3.68 | 10.77 | 5.91 | 5.12 | 20.55 | – | – | – | 22.49 | ||
| Debt | Stalwart Liquid STP | – | – | – | 0.21 | – | – | – | – | – | 1.72 |
| CRISIL Composite Bond Fund | -0.44 | 2.16 | 4.72 | – | – | – | – | – | 6.39 |
Portfolio Turnover Ratio
| Investment Approach | 1 Month | 1 Year |
| Wealth Guardian Fund | 0.04 | 0.69 |
| Stalwart Liquid STP | – | – |
| Above reported performance pertains to the period ended 30/06/2025. |
| 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. |