- Manager
- Stalwart Investment Advisors
- Service
- Discretionary
- Asset class
- Equity
Wealth Guardian Fund
+5.58%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Stalwart Investment Advisors’ Wealth Guardian Fund returned 5.58% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹214 crore across its clients.
Key numbers
- AUM
- ₹214 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.81×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −3.44% | −5.57% | +2.13% |
| 3 months | +3.54% | −3.59% | +7.13% |
| 6 months | +32.23% | +8.07% | +24.16% |
| 1 year | +5.58% | −2.33% | +7.91% |
| 2 years | −0.97% | −3.93% | +2.96% |
| 3 years | +11.50% | +9.20% | +2.30% |
| Since inception | +16.22% | +11.74% | +4.48% |
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 equity97.70%₹209 Cr
- Cash and other2.30%₹4.93 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹11.10 Cr
- Outflow, Sep 2026
- ₹0.05 Cr
- Net, Sep 2026
- ₹11.04 Cr
- Net, FY to date
- ₹21.33 Cr
- Turnover, month
- 0.08×
- Turnover, past year
- 0.81×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Wealth Guardian Fund returned?
5.58% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.44%; 3 months: 3.54%; 6 months: 32.23%; 1 year: 5.58%; 2 years: −0.97%; 3 years: 11.50%; Since inception: 16.22%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 7.91 percentage points ahead.
How much does Wealth Guardian Fund manage?
₹214 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 Wealth Guardian Fund?
Stalwart Investment Advisors, a SEBI-registered portfolio manager (INP000007757), 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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