Stalwart Investment Advisors Llp • Equity
Wealth Guardian Fund is an equity portfolio management service (PMS) strategy run by Stalwart Investment Advisors Llp, launched on 16 May 2023. As of 30 Sep 2026, it manages ₹214 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +5.58% over 1 year and +11.50% over 3 years (+16.22% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 2.30 percentage points ahead of its benchmark. Its 3-year return ranks 224th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Manish Chopra.
Ranked nearby on 3-year return: Phillip Star Portfolio (+11.59%), Care PMS Growth Plus Value (+11.56%), The Alpha I Strategy (+11.45%), Nippon India Royal Portfolio (+11.39%).
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 | -3.44% |
| 3 Months | +3.54% |
| 1 Year | +5.58% |
| 3 Years | +11.50% |
| Since Inception | +16.22% |
| management fee | Fixed Fees: 0.50% |
| performance fee | Variable Fees: Hurdle (with catch-up): 7% Performance Fees: 20% |
| exit load | Nil |
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 callWealth Guardian Fund has a 1-year return of +5.58%, a 3-year return of +11.50% and +16.22% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Wealth Guardian Fund returned +11.50% against +9.20% for the BSE 500 TRI, 2.30 percentage points ahead. Over 1 year it returned +5.58% 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, Wealth Guardian Fund's 3-year return of +11.50% ranks 224th as of 30 Sep 2026.
Wealth Guardian Fund is managed by Manish Chopra at Stalwart Investment Advisors. The strategy manages ₹214 Cr of client assets as of 30 Sep 2026.
Wealth Guardian Fund manages ₹214 Cr of client assets as of 30 Sep 2026.
The fee structure for Wealth Guardian Fund includes: management fee: Fixed Fees: 0.50%; performance fee: Variable Fees: Hurdle (with catch-up): 7% Performance Fees: 20%; exit load: Nil.
The minimum investment for Wealth Guardian Fund is ₹50 Lakhs.
Wealth Guardian Fund was launched on 16 May 2023. It has a 3-year track record.
Description
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