- Manager
- Guardian Advisors
- Service
- Discretionary
- Asset class
- Equity
Core Value Strategy
−18.98%
1-year return
Benchmark S and P BSE 500 TRI −2.33% · to 30 Sep 2026
Guardian Advisors’ Core Value Strategy returned −18.98% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TRI. It managed ₹8.96 crore across its clients.
Key numbers
- AUM
- ₹8.96 Cr
- Benchmark
- S and P BSE 500 TRI
- Turnover, past year
- 0.07×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −3.08% | −5.57% | +2.49% |
| 3 months | −12.96% | −3.59% | −9.37% |
| 6 months | −19.27% | +8.07% | −27.34% |
| 1 year | −18.98% | −2.33% | −16.65% |
| 2 years | −14.56% | −3.93% | −10.63% |
| 3 years | +0.21% | +9.20% | −8.99% |
| 4 years | +0.71% | +11.21% | −10.50% |
| 5 years | +0.99% | +8.90% | −7.91% |
| Since inception | +11.27% | +11.90% | −0.63% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity99.54%₹8.92 Cr
- Cash and other0.46%₹0.04 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹70.11 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.07×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Core Value Strategy returned?
−18.98% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.08%; 3 months: −12.96%; 6 months: −19.27%; 1 year: −18.98%; 2 years: −14.56%; 3 years: 0.21%; 4 years: 0.71%; 5 years: 0.99%; Since inception: 11.27%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500 TRI, returned −2.33% over the year, so the strategy was 16.65 percentage points behind.
How much does Core Value Strategy manage?
₹8.96 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Core Value Strategy?
Guardian Advisors, a SEBI-registered portfolio manager (INP000001819), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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