Portfolio Performance

STALWART INVESTMENT ADVISORS LLP

SEBI PMS Reg. No. INP000007757

TWRR Returns (%)

StrategyInvestment ApproachAUM (INR Cr.)1 Month3 Months6 Months1 Year2 Year3 Year4 Year5 YearSince Inception
EquityWealth Guardian Fund59.08-5.171.397.6433.6835.29
Benchmark S&P BSE 500 TRI0.835.1917.7534.7034.94

Portfolio Turnover Ratio

Investment Approach1 Month1 Year
Wealth Guardian Fund0.001.33
Above reported performance pertains to the period ended 31/05/2024. 
The above returns are post fixed fees and expenses. 
The above returns are calculated by using the Time Weighted Rate of Return (TWRR) method. 
Returns upto and below 1 Year are absolute. 
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