WEALTH GUARDIAN FUND
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +3.54%
- 3M
- +12.24%
- 6M
- +2.32%
- 9M
- —
- 1Y
- +1.99%
- 2Y
- +7.31%
- 3Y
- +15.43%
- 4Y
- —
- 5Y
- —
- Since Inception
- +16.18%
- Strategy AUM
- ₹193 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +3.54% | −0.17% | +3.71% |
| 3 Months | +12.24% | −2.34% | +14.58% |
| 6 Months | +2.32% | −5.39% | +7.71% |
| 1 Year | +1.99% | −0.07% | +2.06% |
| 2 Years | +7.31% | +4.14% | +3.17% |
| 3 Years | +15.43% | +13.46% | +1.97% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +16.18% | +13.84% | +2.34% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +3.54% | −0.17% | +3.71% |
| Apr-2026 | +21.33% | +10.38% | +10.95% |
| Mar-2026 | −10.66% | −11.37% | +0.71% |
| Feb-2026 | −4.13% | +0.45% | −4.58% |
| Jan-2026 | −4.85% | −3.34% | −1.51% |
| Dec-2025 | −0.06% | −0.24% | +0.18% |
| Nov-2025 | −5.98% | +0.96% | −6.94% |
| Oct-2025 | +4.27% | +4.27% | +0.00% |
| Sep-2025 | +0.43% | +1.24% | −0.81% |
| Aug-2025 | −2.63% | −1.75% | −0.88% |
| Jul-2025 | +0.23% | −2.71% | +2.94% |
| Jun-2025 | +3.74% | +3.68% | +0.06% |
| May-2025 | +8.46% | +3.54% | +4.92% |
Strategy Details
APMI fact sheet
- Inception
- 16 May 2023
- Age
- 3.0 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.99×
- Turnover (1M)
- 0.04×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Wealth Guardian Fundâ??s objective is to outperform markets on a 5-year rolling basis through strong and disciplined bottom-up stock picking while staying true to label.
Fund Managers
1 manager
Name
Manish Chopra
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- 0.50%
- Variable fees
- Hurdle (with catch-up): 7% Performance Fees: 20%
- Exit load
- Nil
PMS Industry — SEBI
Latest monthly aggregate
- Total PMS AUM
- ₹44.11 Lakh Cr
- Total clients
- 2,23,279
- Discretionary
- ₹37.37 Lakh Cr
- Period
- july-2026
Industry AUM by asset class (top 5)
- Plain Debt Listed₹28.98 Lakh Cr
- Listed Equity₹7.60 Lakh Cr
- Plain Debt Unlisted₹5.00 Lakh Cr
- Mutual Funds₹1.93 Lakh Cr
- Others₹40,423 Cr
About
- Provider
- Stalwart Investment Advisors Llp
- Strategy
- WEALTH GUARDIAN FUND
- Benchmark
- BSE 500 TRI
- Source
- APMI
Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.