Stalwart Investment Advisors PMS strategies
Stalwart Investment Advisors runs 2 portfolio management strategies listed with APMI, managing ₹210 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 |
|---|---|---|---|---|---|---|---|---|
| Wealth Guardian Fund | Equity | Manish Chopra | ₹210 Cr | +13.22% | +1.13 pts | 0.50% fixed or 20% of profits | ₹50 Lakhs | Aug 2026 |
| Stalwart Liquid Fund STP | Debt | — | — | — | — | — | ₹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.
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