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 | 73.10 | 16.45 | 19.75 | 20.93 | 44.01 | – | – | – | – | 51.41 |
| Benchmark S&P BSE 500 TRI | 7.05 | 11.66 | 16.68 | 38.28 | – | – | – | – | 40.25 |
Portfolio Turnover Ratio
| Investment Approach | 1 Month | 1 Year |
| Wealth Guardian Fund | 0.15 | 1.31 |
| Above reported performance pertains to the period ended 30/06/2024. |
| 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. |