© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −3.1% | −5.6% | +2.5% |
| 3 Months | −13.0% | −3.6% | −9.4% |
| 6 Months | −19.3% | +8.1% | −27.3% |
| 1 Year | −19.0% | −2.3% | −16.6% |
|---|
| 2 Years | −14.6% | −3.9% | −10.6% |
|---|
| 3 Years (CAGR) | +0.2% | +9.2% | −9.0% |
|---|
| 4 Years (CAGR) | +0.7% | +11.2% | −10.5% |
|---|
| 5 Years (CAGR) | +1.0% | +8.9% | −7.9% |
|---|
| Since launch | +11.3% | +11.7% | −0.4% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 9-month window · Source: Computed from NAV history
Maximum drawdown: 85.0%
Guardian Advisors’s story and investment philosophy are on the Guardian Advisors firm page.
Arjun Lamba
Founder Director
Runs SOF, and Core Value he is a founder director of the company.
Priyank Gupta
Founder Director
Runs the Principal strategy and is a founder director of the company
Sidharth Jain
Back Office and Compliance Head
Deepak Aggarwal
Accounting
Registration No
INP000001819
Inflow
₹0.00 Cr
Outflow
₹0.00 Cr
Net
₹0.00 Cr
Not reported — complaint data for this strategy isn't available yet.
Share a few details and our team will walk you through the next steps.
Be the first to discuss Core Value Strategy — share your research, ask questions, or compare notes with other investors.