Guardian Advisors Private Limited • Equity
Principal 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 ₹8.47 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -5.62% over 1 year, -4.25% over 3 years and +7.40% over 5 years (+29.87% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 13.45 percentage points behind of its benchmark. Its 3-year return ranks 473rd 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: Aurum Micro Cap Opportunities (-0.12%), BMW Multi Cap Fund (-1.63%), CA MFM Mid Cap (-18.52%).
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 | +3.32% |
| 3 Months | +5.55% |
| 1 Year | -5.62% |
| 3 Years | -4.25% |
| 5 Years | +7.40% |
| Since Inception | +29.87% |
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 callPrincipal Value Strategy has a 1-year return of -5.62%, a 3-year return of -4.25%, a 5-year return of +7.40% and +29.87% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Principal Value Strategy returned +7.40% against +8.90% for the BSE 500 TRI, 1.50 percentage points behind. Over 3 years it returned -4.25% against +9.20%; Over 1 year it returned -5.62% 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, Principal Value Strategy's 3-year return of -4.25% ranks 473rd as of 30 Sep 2026.
Principal Value Strategy is managed by Priyank Gupta at Guardian Advisors. The strategy manages ₹8.47 Cr of client assets as of 30 Sep 2026.
Principal Value Strategy manages ₹8.47 Cr of client assets as of 30 Sep 2026.
The minimum investment for Principal Value Strategy is ₹50 Lakhs.
Principal Value Strategy was launched on 1 Apr 2007. It has a 19-year track record.
Description
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