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 | 72.90 | -10.27 | -18.65 | -22.24 | -5.03 | – | – | – | – | 15.00 |
| Benchmark S&P BSE 500 TRI | -7.74 | -12.24 | -16.14 | -0.41 | – | – | – | – | 15.51 | ||
| Debt | Stalwart Liquid STP | 1.02 | 0 | 0.73 | – | – | – | – | – | – | 1.72 |
| CRISIL Composite Bond Fund | 0.18 | 1.38 | – | – | – | – | – | – | 2.48 |
Portfolio Turnover Ratio
| Investment Approach | 1 Month | 1 Year |
| Wealth Guardian Fund | 0.02 | 0.63 |
| Stalwart Liquid STP | 0 | – |
| Above reported performance pertains to the period ended 28/02/2025. |
| 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. |