Strategy performance
Guardian Asset Management Pvt Ltd Guardian BondPMS
Guardian Asset Management Private Limited · AUM ₹15.7 Cr · as of Sep 2026
Our read
Since inception the filed path is −4.1% (−2.7% CAGR), with a max drawdown of −23.5%. Benchmark series for this window is not reported here.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
−2.7%
Max drawdown
−23.5%
Volatility
+24.4%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
Guardian Asset Management Pvt Ltd Guardian BondPMS₹95.9Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.0% | +0.8% | +0.3% | +0.8% | −1.9% | +2.7% | +0.5% | +0.7% | +0.8% | +5.8% | |||
| 2025 | −0.0% | −23.5% | +0.1% | +16.4% | −0.5% | −0.2% | +0.2% | +1.6% | +0.6% | −9.3% |
Metrics
Tearsheet- 1M return
- +0.8%
- 3M return
- +2.0%
- 6M return
- +3.5%
- 1Y return
- +8.5%
- 2Y CAGR
- Needs 24 months
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- −2.7%
- Total return
- −4.1%
- Average month
- 0.0%
- Median month
- +0.6%
- Average up month
- +2.0%
- Best month
- +16.4%
- Best rolling 12M
- +22.9%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Guardian Asset Management Pvt Ltd Guardian BondPMS performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Guardian Asset Management Pvt Ltd Guardian BondPMS performed?
- Guardian Asset Management Pvt Ltd Guardian BondPMS (Guardian Asset Management Private Limited) shows CAGR -2.75% and max drawdown -23.54% 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 Guardian Asset Management Pvt Ltd Guardian BondPMS CAGR / max drawdown?
- CAGR is -2.75%; max drawdown is -23.54%. We only publish CAGR when there are enough months (≥12 on this track of 18 months). Learn more
- Where do Guardian Asset Management Pvt Ltd Guardian BondPMS 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 Guardian Asset Management Pvt Ltd Guardian BondPMS?
- 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