Guardian Asset Management Pvt Ltd Multi Cap | Investment Fund

GUARDIAN ASSET MANAGEMENT PVT LTD-MULTI CAP

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Guardian Asset Management

ACTIONS WITH INTEGRITY Gam always does what’s best for the clients and one another. Earning and maintaining trust is essential. They are honest, open, and accountable at all times. They advocate for open communication and mutual respect, which foster a workplace that encourages everyone to contribute, develop, and succeed. DRIVEN BY EXCELLENCE Gam takes pleasure in delivering the finest for clients and hold themselves and each other to the highest standards. They encourage their workers to be bold, determined, and unique and empower them to break away from the norm. They are a conscientious and diligent investor, managing the environmental and social influence on behalf of clients, other stakeholders, and themselves. DELIVERY THROUGH COLLABORATION Gam thinks they can get excellent outcomes by working collaboratively with the clients and coworkers. They respect colleagues’ abilities, delivering each other the support to utilise our talents fully. Gam encourages a diverse workplace where various ideas, views, and backgrounds contribute to the decision-making process.

Investment Philosophy

Guardian Asset Management follows a focused, quality-driven investment philosophy aimed at delivering consistent, risk-adjusted returns:

Quality-Centric Investing
Preference for businesses with strong fundamentals, clean governance, and sustainable competitive advantages.
Bottom-Up Stock Selection
Investment decisions are driven by in-depth company research rather than short-term macro trends.
High-Conviction Portfolio
Maintains a relatively concentrated portfolio to ensure meaningful exposure to best ideas.
Growth with Valuation Discipline
Focus on companies with long-term growth potential while maintaining reasonable entry valuations.
Strong Risk Management Framework
Continuous monitoring, disciplined exits, and portfolio rebalancing to manage downside risks.
Sectoral Focus on Structural Growth Themes
Invests in sectors benefiting from long-term economic and consumption trends in India.
Active Portfolio Management
Regular review and dynamic allocation based on evolving market conditions and company performance.
Long-Term Wealth Creation
Emphasis on compounding returns over time, avoiding short-term market noise and speculative investing.

	AUM(Cr.)	1M	3M	6M	1Y	2Y	3Y	4Y	5Y	Ince.
Performance	₹60.65	4.55	5.83	4.34	-0.74	2.31	8.07	9.33	7.27	11.16
Benchmark	NA	2.19	3.78	1.99	2.98	0.42	11.90	13.25	12.35	15.14

AUM(Cr.)

Ince.

Performance

₹60.65

4.55

5.83

4.34

-0.74

2.31

8.07

9.33

7.27

11.16

Benchmark

2.19

3.78

1.99

2.98

0.42

11.90

13.25

12.35

15.14

GUARDIAN ASSET MANAGEMENT PVT LTD-MULTI CAP