APMI

WEALTH GUARDIAN FUND

Investment Approach Details

₹72.90

(AUM CR)

PMS Provider Name

Stalwart Investment Advisors Llp

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

16/05/2023

Age

1.10 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

0.50%

Variable Fees Structure

Hurdle (with catch-up): 7% Performance Fees: 20%

Exit Load

Nil

Purpose

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 Manager Details


Manish Chopra Work Exp. NA Email ID manish@stalwartvalue.com Mobile No NA Details NA

Manish Chopra

Work Exp. NA

Email ID manish@stalwartvalue.com

Mobile No NA

Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 28/02/2025

1 Month Turnover

0.02

1 Year Turnover

0.63