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 | 128.72 | -2.63 | 1.25 | 21.96 | -5.17 | 14.95 | – | – | – | 21.60 |
| Benchmark S&P BSE 500 TRI | -1.75 | -0.89 | 13.62 | -4.71 | 15.96 | – | – | – | 18.32 | ||
| Debt | Stalwart Liquid STP | – | – | – | – | – | – | – | – | – | 1.72 |
| CRISIL Composite Bond Fund | -0.74 | -0.66 | 3.59 | – | – | – | – | – | 6.17 |
Portfolio Turnover Ratio
| Investment Approach | 1 Month | 1 Year |
| Wealth Guardian Fund | 0.07 | 0.79 |
| Stalwart Liquid STP | – | – |
| Above reported performance pertains to the period ended 31/08/2025. |
| 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. |