Guardian PMS strategies
Guardian runs 4 portfolio management strategies listed with APMI, managing ₹140 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Guardian Asset Management Pvt Ltd-Multi Assets | Equity | KARTIK DAMODAR | ₹66.1 Cr | — | — | — | ₹50 Lakhs | — |
| Guardian Asset Management Pvt Ltd-Multi Cap | Equity | KARTIK DAMODAR | ₹60.65 Cr | +8.07% | — | See strategy | ₹5 Lakhs | — |
| Guardian Bond PMS | Debt | — | ₹8.27 Cr | — | — | — | ₹50 Lakhs | — |
| Guardian Multicap Strategy Passive | Equity | KARTIK DAMODAR | ₹4.66 Cr | — | — | — | ₹50 Lakhs | — |
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. "—" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS