STALLION ASSET CORE FUND
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +7.56%
- 3M
- +15.17%
- 6M
- +4.72%
- 9M
- —
- 1Y
- +15.31%
- 2Y
- +21.25%
- 3Y
- +39.14%
- 4Y
- +32.43%
- 5Y
- +25.90%
- Since Inception
- +28.02%
- Strategy AUM
- ₹7,681 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +7.56% | −0.17% | +7.73% |
| 3 Months | +15.17% | −2.34% | +17.51% |
| 6 Months | +4.72% | −5.39% | +10.11% |
| 1 Year | +15.31% | −0.07% | +15.38% |
| 2 Years | +21.25% | +4.14% | +17.11% |
| 3 Years | +39.14% | +13.46% | +25.68% |
| 4 Years | +32.43% | +13.31% | +19.12% |
| 5 Years | +25.90% | +12.29% | +13.61% |
| Since Inception | +28.02% | +14.65% | +13.37% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +7.56% | −0.17% | +7.73% |
| Apr-2026 | +17.67% | +10.38% | +7.29% |
| Mar-2026 | −9.00% | −11.37% | +2.37% |
| Feb-2026 | −1.87% | +0.45% | −2.32% |
| Jan-2026 | −4.34% | −3.34% | −1.00% |
| Dec-2025 | −3.14% | −0.24% | −2.90% |
| Nov-2025 | +0.45% | +0.96% | −0.51% |
| Oct-2025 | +1.82% | +4.27% | −2.45% |
| Sep-2025 | +1.44% | +1.24% | +0.20% |
| Aug-2025 | +1.33% | −1.75% | +3.08% |
| Jul-2025 | −0.39% | −2.71% | +2.32% |
| Jun-2025 | +5.15% | +3.68% | +1.47% |
| May-2025 | +4.78% | +3.54% | +1.24% |
Strategy Details
APMI fact sheet
- Inception
- 22 Oct 2018
- Age
- 7.7 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 1.39×
- Turnover (1M)
- 0.12×
- Product
- Equity,Mutual Fund,Others
as of 31 May 2026
Asset classes
Investment objective
The objective of this service is to provide the Client with a structure that can achieve preservation and growth of its capital.
Fund Managers
1 manager
Name
AMIT MOHANLAL JESWANI
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- AMC Charge: 2.5%
- Variable fees
- AMC Charge: 1.5% Profit Sharing: 15% Hurdle Rate: 10%
- Exit load
- 1st Year: 2% 2nd Year: 0% 3rd Year: 0%
PMS Industry — SEBI
Latest monthly aggregate
- Total PMS AUM
- ₹44.11 Lakh Cr
- Total clients
- 2,23,279
- Discretionary
- ₹37.37 Lakh Cr
- Period
- july-2026
Industry AUM by asset class (top 5)
- Plain Debt Listed₹28.98 Lakh Cr
- Listed Equity₹7.60 Lakh Cr
- Plain Debt Unlisted₹5.00 Lakh Cr
- Mutual Funds₹1.93 Lakh Cr
- Others₹40,423 Cr
About
- Provider
- Stallion Asset Private Limited
- Strategy
- STALLION ASSET CORE FUND
- Benchmark
- BSE 500 TRI
- Source
- APMI
Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.