Stallion Asset
Asset Core Fund
Stallion Asset's Asset Core Fund is a Flexi Cap Portfolio Management Services (PMS) strategy managed by Amit Mohanlal Jeswani, operational since Oct 2018. Benchmark: BSE 500 TRI.
AUM
₹8,102 Cr
Min investment
₹50 L
Inception
Oct 2018
Fund manager
Amit Mohanlal Jeswani
Stallion asset fund follows core alpha-generating investment approach, focused on high-growth market leaders. It is designed to provide clients with decent returns while managing risk through a multicap portfolio approach. Investment is predominantely in mainly in 4 sectors - Consumer Discretionary, Financials, Consumer Tech and Pharma.The fund follows Multicap approach Investing across market caps not only boosts your returns exponentially but also limits your downside risk.
6M
+10.8%
1Y
+12.4%
5Y
+24.6%
Since inception
+28.1%
6M
+14.4%
1Y
+14.4%
5Y
+12.4%
Since inception
—
6M
-3.5%
1Y
-2.0%
5Y
+12.2%
Since inception
+14.7%
Positive alpha across both 1Y and 5Y — classified as Consistent Performer
Hypothetical growth based on TWRR from inception (Oct 2018)
Hypothetical illustration based on published TWRR over 7.8 years. Does not account for variable performance fees, taxes, or entry/exit timing. Past performance is not indicative of future results.
43 stocks
How many stocks the manager holds. Fewer stocks means higher conviction per position — each holding has a larger impact on overall returns, amplifying both gains and losses.
141%
Percentage of portfolio bought or sold annually. Higher turnover means more active trading and potentially more short-term capital gains tax events in your demat account.
High watermark means you pay performance fees only on new highs — never twice for the same gains after a drawdown recovery.
Risk metrics — coming soon
Sharpe ratio, Sortino ratio, beta, standard deviation, and maximum drawdown will be available once sufficient NAV history accumulates. Use turnover ratio and portfolio concentration above as practical risk indicators.