STALWART INVESTMENT ADVISORS LLP
SEBI PMS Reg. No. INP000007757
| Calendar Year | PMS Return (%) | BSE 500 TRI | Comments |
| 2023 (w.e.f. 16 May) | 32.02 | 25.54 | Had a good start despite slow & gradual deployment in a fast moving market. |
| 2024 | 20.62 | 15.81 | – |
| 2025 | -2.96 | 7.63 | – |
| 2026 (year to date) | 4.08 | -3.53 | Small-caps facing a temporary sell-off & providing a good opportunity to increase equity allocation. US Tariff | AI Disruption | Iran War |
| Since Inception | 16.33 | 14.07 | An active share of over 99% implies a complete bottom-up portfolio as opposed to index hugging. Aim to outperform by 3-5% on a 5-year rolling basis, while embracing short-term underperformance |
Benchmark Comparison: Our active share is over 99%, implying negligible overlap with BSE 500. Unlike a usual fund which either does index hugging or decides overweight/underweight the index stocks, Stalwart PMS is completely built bottom-up. Given the composition is entirely different from index, the short-term comparisons would not reveal anything. Our endeavour is to outperform benchmark by 3-5% CAGR, the same is ideally judged on a rolling 5-year basis.
TWRR Returns (%)
| Strategy | Investment Approach | AUM (INR Cr.) | 1 Month | 3 Months | 6 Months | 1 Year | 2 Year | 3 Year | 5 Year | Since Inception |
| Equity | Wealth Guardian Fund | 199.15 | 1.66 | 27.71 | 4.08 | -0.06 | 0.25 | 13.12 | – | 16.33 |
| Benchmark S&P BSE 500 TRI | 1.73 | 12.10 | -3.53 | -1.96 | 1.52 | 12.53 | – | 14.07 |
Portfolio Turnover Ratio
| Investment Approach | 1 Month | 1 Year |
| Wealth Guardian Fund | 0.06 | 1.00 |
| Above reported performance pertains to the period ended 30/06/2026. |
| 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. |