- Manager
- Guardian Asset Management
- Service
- Discretionary
- Asset class
- Equity
Guardian Asset Management PVT LTD-Multi Assets
+3.17%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Guardian Asset Management’s Guardian Asset Management PVT LTD-Multi Assets returned 3.17% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹61.43 crore across its clients.
Key numbers
- AUM
- ₹61.43 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.90×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −3.13% | −5.57% | +2.44% |
| 3 months | −0.49% | −3.59% | +3.10% |
| 6 months | +9.70% | +8.07% | +1.63% |
| 1 year | +3.17% | −2.33% | +5.50% |
| 2 years | +2.31% | −3.93% | +6.24% |
| 3 years | +9.68% | +9.21% | +0.47% |
| Since inception | +9.35% | +8.81% | +0.54% |
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
- Mutual funds99.38%₹61.05 Cr
- Cash and other0.62%₹0.38 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1 Cr
- Outflow, Sep 2026
- ₹4.63 Cr
- Net, Sep 2026
- −₹3.63 Cr
- Net, FY to date
- ₹10.49 Cr
- Turnover, month
- 0.07×
- Turnover, past year
- 0.90×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Guardian Asset Management PVT LTD-Multi Assets returned?
3.17% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.13%; 3 months: −0.49%; 6 months: 9.70%; 1 year: 3.17%; 2 years: 2.31%; 3 years: 9.68%; Since inception: 9.35%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 5.50 percentage points ahead.
How much does Guardian Asset Management PVT LTD-Multi Assets manage?
₹61.43 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 Guardian Asset Management PVT LTD-Multi Assets?
Guardian Asset Management, a SEBI-registered portfolio manager (INP000006563), 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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