Special Opportunity Strategy PMS: Returns, AUM & Details
Guardian Advisors Private Limited • Equity
Special Opportunity Strategy is an equity portfolio management service (PMS) strategy run by Guardian Advisors Private Limited, launched on 28 Jan 2010. It manages ₹437 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are -7.54% over 1 year, +1.30% over 3 years and +2.42% over 5 years (+19.27% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹437 Cr
3-year return
+1.30%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹437.38 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
28/01/2010
Trailing Returns
Trailing returns
Period
Return
1 Month
+11.43%
3 Months
-20.37%
1 Year
-7.54%
3 Years
+1.30%
5 Years
+2.42%
Since Inception
+19.27%
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.
Frequently asked questions about Special Opportunity Strategy
What are the returns of Special Opportunity Strategy?
Special Opportunity Strategy has a 1-year return of -7.54%, a 3-year return of +1.30%, a 5-year return of +2.42% and +19.27% since inception. Past performance is not indicative of future results.
What is the AUM of Special Opportunity Strategy?
Special Opportunity Strategy manages ₹437 Cr of client assets.
What is the minimum investment for Special Opportunity Strategy?
The minimum investment for Special Opportunity Strategy is ₹50 Lakhs.
When was Special Opportunity Strategy launched?
Special Opportunity Strategy was launched on 28 Jan 2010. It has a 16-year track record.