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 | 80.18 | -0.45 | -4.42 | 15.2 | 23.93 | – | – | – | – | 34.38 |
| Benchmark S&P BSE 500 TRI | 0.06 | -4.44 | 7.87 | 27.01 | – | – | – | – | 28.61 | ||
| Debt | Stalwart Liquid STP | 1.26 | 0.47 | – | – | – | – | – | – | – | 0.98 |
| CRISIL Composite Bond Fund | 0.56 | – | – | – | – | – | – | – | 1.09 |
Portfolio Turnover Ratio
| Investment Approach | 1 Month | 1 Year |
| Wealth Guardian Fund | 0.03 | 0.77 |
| Stalwart Liquid STP | 0.17 | – |
| Above reported performance pertains to the period ended 30/11/2024. |
| 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. |