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 | 38.66 | 7.10 | 7.48 | 24.21 | – | – | – | – | – | 27.48 |
| Benchmark S&P BSE 500 TRI | 7.06 | 6.19 | 14.40 | – | – | – | – | – | 16.19 |
Portfolio Turnover Ratio
| Investment Approach | 1 Month | 1 Year |
| Wealth Guardian Fund | 0.13 | – |
| Above reported performance pertains to the period ended 30/11/2023. |
| 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 |