Guardian Asset Management Private Limited • Equity
Guardian Asset Management Pvt Ltd-Multi Cap is an equity portfolio management service (PMS) strategy run by Guardian Asset Management Private Limited, launched on 15 May 2019. As of 30 Sep 2026, it manages ₹59.02 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -0.28% over 1 year, +6.32% over 3 years and +5.51% over 5 years (+10.54% since inception). Over 3 years, the BSE 500 TRI returned +9.21%, so the strategy is 2.89 percentage points behind of its benchmark. Its 3-year return ranks 382nd of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹5 Lakhs. The strategy is managed by KARTIK DAMODAR.
Ranked nearby on 3-year return: Concentrated Portfolio (+6.40%), Pearl Portfolio (+6.37%), Mega Trends - Multicap Growth (+6.32%), Special Situation (+6.32%).
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 | -5.62% |
| 3 Months | +2.11% |
| 1 Year | -0.28% |
| 3 Years | +6.32% |
| 5 Years | +5.51% |
| Since Inception | +10.54% |
| management fee | Fixed Fees: Direct-1.25% Regular-2.25% |
| performance fee | Variable Fees: Direct-10% Regular-15% |
| exit load | 3%-1st year 2%-2nd year 1%-3rd year No fee post 3 years from Investments |
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 callGuardian Asset Management Pvt Ltd-Multi Cap has a 1-year return of -0.28%, a 3-year return of +6.32%, a 5-year return of +5.51% and +10.54% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Guardian Asset Management Pvt Ltd-Multi Cap returned +5.51% against +8.91% for the BSE 500 TRI, 3.40 percentage points behind. Over 3 years it returned +6.32% against +9.21%; Over 1 year it returned -0.28% 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, Guardian Asset Management Pvt Ltd-Multi Cap's 3-year return of +6.32% ranks 382nd as of 30 Sep 2026.
Guardian Asset Management Pvt Ltd-Multi Cap is managed by KARTIK DAMODAR at Guardian. The strategy manages ₹59.02 Cr of client assets as of 30 Sep 2026.
Guardian Asset Management Pvt Ltd-Multi Cap manages ₹59.02 Cr of client assets as of 30 Sep 2026.
The fee structure for Guardian Asset Management Pvt Ltd-Multi Cap includes: management fee: Fixed Fees: Direct-1.25% Regular-2.25%; performance fee: Variable Fees: Direct-10% Regular-15%; exit load: 3%-1st year 2%-2nd year 1%-3rd year No fee post 3 years from Investments.
The minimum investment for Guardian Asset Management Pvt Ltd-Multi Cap is ₹5 Lakhs.
Guardian Asset Management Pvt Ltd-Multi Cap was launched on 15 May 2019. It has a 7-year track record.
Description
All Guardian PMS strategies →Browse all PMS strategies in India →