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 | 125.8 | 0.23 | 12.58 | 12.39 | -3.07 | 18.02 | – | – | – | 24.00 |
| Benchmark S&P BSE 500 TRI | -2.71 | 4.44 | 6.69 | -2.08 | 16.63 | – | – | – | 20.04 | ||
| Debt | Stalwart Liquid STP | – | – | – | – | – | – | – | – | – | 1.72 |
| CRISIL Composite Bond Fund | 0.53 | 1.03 | 4.55 | – | – | – | – | – | 6.95 |
Portfolio Turnover Ratio
| Investment Approach | 1 Month | 1 Year |
| Wealth Guardian Fund | 0.13 | 0.80 |
| Stalwart Liquid STP | – | – |
| Above reported performance pertains to the period ended 31/07/2025. |
| 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. |