Stallion Asset Pvt Ltd

Core Fund

Stallion Asset Pvt Ltd · Multi Cap & Flexi Cap · Portfolio Management Services

Core Fund is a PMS (Portfolio Management Services) strategy from Stallion Asset Pvt Ltd, in the multi cap & flexi cap category. It is managed by Mr. Amit Jeswani. It has returned +18.21% over 1 year, +32.70% over 3 years, +23.63% over 5 years, as reported by the fund manager. It manages about ₹9,547.04 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
+3.93%Benchmark -0.09%
3 months
+8.81%Benchmark +3.86%
6 months
+25.32%Benchmark +1.43%
1 year
+18.21%Benchmark +4.72%
2 years
+12.72%Benchmark -0.11%
3 years
+32.70%Benchmark +12.09%
5 years
+23.63%Benchmark +10.91%
Since inception
+28.38%Benchmark +14.71%

Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.

Strategy facts

Portfolio manager: Stallion Asset Pvt Ltd
Fund manager: Mr. Amit Jeswani
Category: Multi Cap & Flexi Cap
Benchmark: S&P BSE 500 TRI
AUM: ₹9,547.04 Cr
Inception: 22-10-2018
Minimum investment: ₹50 lakh
Number of Stocks: 0
Allocations: %
Large Cap: 46.45
Mid Cap: 21.69
Small Cap: 29.04

Common questions

What are the returns of Core Fund?

Core Fund has returned +3.93% (1 month), +8.81% (3 months), +25.32% (6 months), +18.21% (1 year), +12.72% (2 years), +32.70% (3 years), +23.63% (5 years), +28.38% (Since inception). Periods over one year are annualised.

What is the minimum investment for Core Fund?

SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.

Who manages Core Fund?

Core Fund is offered by Stallion Asset Pvt Ltd, a SEBI-registered portfolio manager. The fund manager is Mr. Amit Jeswani.