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Guardian Multicap Strategy Passive

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.
Category PMS
Company Guardian Asset Management
Fund Managers Aseem Srivastava
Benchmark BSE 500 TRI
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About Company

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.
Section: Performance Analysis
Fund Growth vs Benchmark Trend

Track how the fund has performed against its benchmark over time through a comparative line graph analysis.

Guardian Multicap Strategy Passive

Benchmark: BSE 500 TRI

Section: Performance Comparison
Fund vs Benchmark Bar Graph

Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.

Section: Performance Comparison
Fund vs Benchmark Comparison Table

Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.

Guardian Asset Management Private Limited

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance ₹3.83 -12.59 -15.34 -10.59 NA NA NA NA NA -1.91
Benchmark NA -11.37 -13.94 -9.62 NA NA NA NA NA -4.63
Section: Fund Leadership
Meet the Fund Managers

Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.

Aseem Srivastava

Aseem Srivastava serves as the Managing Director and CEO of Guardian Asset Management, where he oversees the firm’s mission to deliver consistent, risk-adjusted returns to high-net-worth and institutional investors. With deep expertise across the Indian capital markets, Aseem has been pivotal in establishing Guardian as a research-led boutique investment manager. He champions a disciplined, quality-centric investing approach that prioritizes businesses with strong governance and sustainable competitive advantages. Under his leadership, the firm has developed a robust framework for active portfolio management, ensuring that investment strategies remain resilient across evolving market cycles while maintaining a steadfast focus on long-term wealth creation for clients.

Section: Contact Us
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