Stallion Asset - Core Fund

EQUITY MULTI CAP

The Proposed strategy of the Stallion Asset Core Fund would be to follow a combination of Top Down and Bottom Up approach for picking stocks and sectors and construct a diversified portfolio of the top conviction ideas

+39.14%

3Y annualised returns

+13.46%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

22 Oct '18

Total AUM

₹6,486.04Cr

Min. investment

₹5,00,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity96.7%

Cash3.3%

Equity market cap split

Large Cap45.3%

Small Cap24.9%

Mid Cap21.3%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹5,00,00,000

Exit load

Fee charged on redemption before the completed holding period

2.00%

PMS management

AJ
Amit Jeswani
Chartered Financial Analyst & Chartered Market Technician
View details

About

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.

Experience

14 years of experience investing in capital markets, starting at the age of 16.

Investment philosophy

Specializes in capital market investing using financial and technical analysis.

Awards