Guardian Advisors Private Limited • Equity
Core Value Strategy is an equity portfolio management service (PMS) strategy run by Guardian Advisors Private Limited, launched on 1 Apr 2007. As of 30 Sep 2026, it manages ₹8.96 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -18.98% over 1 year, +0.21% over 3 years and +0.99% over 5 years (+11.27% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 8.99 percentage points behind of its benchmark. Its 3-year return ranks 469th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Priyank Gupta.
Ranked nearby on 3-year return: Little Champs (+0.91%), Serenity Wealth (+0.65%), ASK India Select Portfolio STP (+0.01%), Aurum Micro Cap Opportunities (-0.12%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -3.08% |
| 3 Months | -12.96% |
| 1 Year | -18.98% |
| 3 Years | +0.21% |
| 5 Years | +0.99% |
| Since Inception | +11.27% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callCore Value Strategy has a 1-year return of -18.98%, a 3-year return of +0.21%, a 5-year return of +0.99% and +11.27% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Core Value Strategy returned +0.99% against +8.90% for the BSE 500 TRI, 7.91 percentage points behind. Over 3 years it returned +0.21% against +9.20%; Over 1 year it returned -18.98% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Core Value Strategy's 3-year return of +0.21% ranks 469th as of 30 Sep 2026.
Core Value Strategy is managed by Priyank Gupta at Guardian Advisors. The strategy manages ₹8.96 Cr of client assets as of 30 Sep 2026.
Core Value Strategy manages ₹8.96 Cr of client assets as of 30 Sep 2026.
The minimum investment for Core Value Strategy is ₹50 Lakhs.
Core Value Strategy was launched on 1 Apr 2007. It has a 19-year track record.
Description
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