Guardian Advisors PMS strategies

Guardian Advisors runs 3 portfolio management strategies listed with APMI, managing โ‚น455 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.

Data month: September 2026 ยท Source: APMI ยท Updated

3 PMS strategies by Guardian Advisors, largest first
StrategyCategoryManagerAUM3Y returnvs benchmarkFeesMinimumData month
Special Opportunity StrategyEquityโ€”โ‚น437 Cr+1.30%โ€”โ€”โ‚น50 Lakhsโ€”
Core Value StrategyEquityPriyank Guptaโ‚น8.96 Cr+0.21%-8.99 ptsโ€”โ‚น50 LakhsSep 2026
Principal Value StrategyEquityPriyank Guptaโ‚น8.47 Cr-4.25%-13.45 ptsโ€”โ‚น50 LakhsSep 2026

Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "โ€”" means the figure isn't reported. Past returns don't predict future returns.

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