Strategy performance
Core Value Strategy
GUARDIAN ADVISORS Private Limited · AUM ₹9.24 Cr · as of Oct 2026
Our read
Since inception the filed path is −43.1% (−9.6% CAGR), with a max drawdown of −86.1%. Benchmark series for this window is not reported here.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
−29.3%
Since inception
−9.6%
Max drawdown
−86.1%
Volatility
+61.6%
Peer position
Loading peer ranks…
Performance
Core Value Strategy₹56.9Oct 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −6.2% | +0.7% | −25.5% | +9.8% | −4.7% | −76.6% | −3.8% | −6.7% | −3.1% | +4.0% | −84.4% | ||
| 2025 | −11.9% | −12.0% | −1.5% | +10.2% | +0.3% | −0.2% | +12.4% | −2.1% | −1.8% | +4.1% | −10.6% | +9.5% | −7.2% |
| 2024 | +7.1% | −0.2% | −4.4% | +18.9% | −9.6% | +5.4% | −1.0% | −0.3% | −1.8% | −8.8% | +0.1% | +102.8% | +107.8% |
| 2023 | −3.5% | −1.3% | −3.6% | +5.7% | +1.6% | +18.9% | +3.8% | −3.9% | −0.1% | +0.2% | +10.2% | +6.3% | +37.1% |
| 2022 | +0.3% | −13.3% | +4.6% | −2.0% | −14.9% | −3.2% | +6.6% | +12.0% | −8.9% | +2.9% | +1.7% | −2.5% | −18.5% |
| 2021 | −4.2% | +16.7% | +12.1% | +10.3% | −5.4% | +9.8% | +5.2% | −1.9% | +13.9% | +69.0% |
Metrics
Tearsheet- 1M return
- +4.0%
- 3M return
- −5.9%
- 6M return
- −79.8%
- 1Y return
- −84.7%
- 2Y CAGR
- −45.8%
- 3Y CAGR
- −29.3%
- 5Y CAGR
- −17.8%
- Since-inception CAGR
- −9.6%
- Total return
- −43.1%
- Average month
- +1.0%
- Median month
- −0.2%
- Average up month
- +10.3%
- Best month
- +102.8%
- Best rolling 12M
- +107.8%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Oct 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Core Value Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Core Value Strategy performed?
- Core Value Strategy (GUARDIAN ADVISORS Private Limited) shows CAGR -9.62% and max drawdown -86.08% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Core Value Strategy CAGR / max drawdown?
- CAGR is -9.62%; max drawdown is -86.08%. We only publish CAGR when there are enough months (≥12 on this track of 67 months). Learn more
- Where do Core Value Strategy returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Core Value Strategy?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more