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Stallion Asset - Core Fund
Stallion Asset - Core Fund

Stallion Asset - Core Fund

  • Stallion Asset Pvt Ltd
  • MULTI CAP AND FLEXI CAP
  • 10
    Out of 116*
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Portfolio age6 years, 9 months
5.15%
3.68%
Hurdle Rate**10%
Fixed fee2.50%
Min. Investment₹5 Crs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 30/06/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (10.5%)
Allocation by Market Cap
Small Cap (23.63%)
Mid Cap (34.74%)
Large Cap (31.09%)
Sector Holdings
  • Consumer Discretionary24.65%
  • Financial Services23.25%
  • Industrials16.07%
  • Fast Moving Consumer Goods10.4%
  • Services7.89%
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Amit Jeswani
  • Manager Rank2 Out of 164
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM5568.37
  • Highest Return In 1 Yr21.96%
Profile

Mr Amit Jeswani is a Double Charter , has successfully completed his Chartered Financial Analyst (Virginia, USA) and Chartered Market Technician (New York, USA). He graduated in Business with finance from Kingston University London. He has been investing in capital markets from last 14 years. He started at a tender age of 16 as his father was a Stock Broker and has worked with various financial giants. He is an active member with Association of Technical Market Analyst and Indian Association of Investment Professionals.

Other Schemes
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Stallion Asset - Core Fund
AUM (₹ Cr)
₹5,568.37 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
46 Out of 250
Fixed Fee
2.50%
Scheme Return
5.15%
Benchmark Return
3.68%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
5568.37
(As on Jun, 2025)
Inception Date
Oct 22, 2018
Min. Investment
₹5 Crs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
10%
Profit Sharing
15% Profit sharing above 10% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

To provide the Client with a structure that can achieve preservation and growth of its capital, the Portfolio Manager shall endeavor to apply its professional expertise in order to help the Client achieve its goals as per the product options chosen by the Client. However, the Client agrees and acknowledges that while the aforesaid is the objective, there is no guarantee that the objectives will be achieved nor there is any guarantee of any returns or of there being no capital loss.

Investment Approach

Types of securities: Stallion Asset may invest in any security as described under Securities Contracts (Regulation) Act, 1956 to meet the investment objective. Basis of Selection of Securities: Selection of Securities will be done to meet client’s investment objectives on best effort basis depending on Market conditions.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Stallion Asset - Core Fund
AUM (₹ Cr)
₹5,568.37 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
45 Out of 250
Fixed Fee
2.50%
Scheme Return
5.15%
Benchmark Return
3.68%
Multicap
AUM (₹ Cr)
₹81.41 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 250
Fixed Fee
1.25%
Scheme Return
19.41%
Benchmark Return
3.68%
2Point2 Capital - Long Term Value Fund
AUM (₹ Cr)
₹1,683.07 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 250
Fixed Fee
No Option
Scheme Return
12.1%
Benchmark Return
3.7%
Maxiom PMS - GEM
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 250
Fixed Fee
2.50%
Scheme Return
7.94%
Benchmark Return
3.37%
NJ AMC - Multicap
AUM (₹ Cr)
₹758.63 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 250
Fixed Fee
2.00%
Scheme Return
7.85%
Benchmark Return
3.37%
Carnelian - Bespoke Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 250
Fixed Fee
1.50%
Scheme Return
7.57%
Benchmark Return
3.68%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Stallion Asset Pvt Ltd
Stallion Asset Pvt Ltd manages assets worth Rs 5614.51 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

5,614.51 (As on Jun, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Stallion Asset - Core Fund
AUM (₹ Cr)
₹5,568.37 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
46 Out of 250
Fixed Fee
2.50%
Scheme Return
5.15%
Benchmark Return
3.68%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Stallion Asset - Core Fund?
The hurdle rate of Stallion Asset - Core Fund is 10%.
What is the fixed fee charged in Stallion Asset - Core Fund ?
The fixed fee charged in Stallion Asset - Core Fund is 2.50%.
What is the variable fee charged in Stallion Asset - Core Fund ?
The variable fee charged in Stallion Asset - Core Fund is 1.50%.
What is the profit sharing in Stallion Asset - Core Fund ?
The profit sharing in Stallion Asset - Core Fund is 15% Profit sharing above 10% Hurdle.
What is the minimum investment in Stallion Asset - Core Fund ?
The minimum investment in Stallion Asset - Core Fund is ₹5 Crs
What type of scheme is Stallion Asset - Core Fund?
Stallion Asset - Core Fund is an Equity scheme. It falls in the MULTI CAP AND FLEXI CAP category.
What is the inception date of Stallion Asset - Core Fund?
The inception date of Stallion Asset - Core Fund is Oct 22, 2018.
What is the exit load of Stallion Asset - Core Fund?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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