- Manager
- Guardian Asset Management
- Service
- Discretionary
- Asset class
- Equity
Guardian Multicap Strategy Passive
+2.06%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Guardian Asset Management’s Guardian Multicap Strategy Passive returned 2.06% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹4.36 crore across its clients.
Key numbers
- AUM
- ₹4.36 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.17×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.98% | −5.57% | −0.41% |
| 3 months | −4.39% | −3.59% | −0.80% |
| 6 months | +14.14% | +8.07% | +6.07% |
| 1 year | +2.06% | −2.33% | +4.39% |
| Since inception | +8.12% | +2.11% | +6.01% |
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%₹4.34 Cr
- Unlisted equity0.23%₹0.01 Cr
- Cash and other0.23%₹0.01 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.01 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.17×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Guardian Multicap Strategy Passive returned?
2.06% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.98%; 3 months: −4.39%; 6 months: 14.14%; 1 year: 2.06%; Since inception: 8.12%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 4.39 percentage points ahead.
How much does Guardian Multicap Strategy Passive manage?
₹4.36 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 Multicap Strategy Passive?
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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