APMI

WEALTH GUARDIAN FUND

Investment Approach Details

₹78.80

(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

2.6 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

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.04

1 Year Turnover

0.86