Stallion Core Fund PMS
Strategy, Performance, Fees, Risks & Suitability
Portfolio Management Services (PMS) are increasingly being explored by investors who have moved beyond basic investment products and are looking for a more customized, actively managed equity approach. Among the PMS strategies available in India, Stallion Asset Core Fund PMS is often researched by investors seeking long-term capital growth through disciplined stock selection.
This article is written purely for education and awareness. It is not an investment recommendation. The purpose is to explain how the Stallion Asset Core Fund PMS works, what kind of investors it may suit, and what risks one should understand before considering any PMS.
I am Abhishek Ghai, Founder of Money Matter (www.moneymatter.in) and a NISM Series XXI-A certified PMS distributor, with over 11 years of experience advising professionals, business owners, and high-net-worth individuals on structured investment planning.
What is Portfolio Management Service (PMS)?
A Portfolio Management Service (PMS) is a professional investment service where a qualified fund manager manages an investor’s portfolio directly in their name.
Unlike mutual funds, PMS portfolios are:
- Individually held
- Actively managed
- Reported at the stock level
- Aligned to long-term investment strategies
Who PMS is Generally Suitable For
In PMS, the fund manager takes discretionary decisions on buying and selling securities based on market conditions, valuations, and research insights. Each investor’s portfolio may differ slightly depending on entry timing and cash flows.
About Stallion Asset
Stallion Asset is a SEBI-registered Portfolio Management Company
(SEBI Registration No. INP000006129).
The firm was founded in March 2016 by Mr. Amit Jeswani, who holds:
- CFA (USA)
- CMT (USA)
The company initially operated as a research-focused investment firm. After establishing a track record through disciplined research and portfolio outcomes, it transitioned into a PMS structure.
Stallion Asset’s growth has largely been driven by:
- Fundamental research strength
- Focus on earnings growth
- Long-term investment orientation
What is Stallion Asset Core Fund PMS?
The Stallion Asset Core Fund PMS is an:
- Open-ended
- Discretionary
- Equity-oriented
- Multi-cap PMS strategy
The fund invests across large-cap, mid-cap, and small-cap stocks, depending on market opportunities and relative valuations.
Investment Objective
The primary objective of the Core Fund PMS is long-term capital appreciation, while attempting to manage downside risks through diversification and stock selection discipline.
Key Details at a Glance
- Inception Date: 22 October 2018
- Benchmark: BSE 500 TRI
- Minimum Investment: ₹50 Lakhs
- Suggested Horizon: 3 years or more
Why Stallion Asset Core Fund is Considered Among Best PMS Funds in India
When investors search for the best PMS funds in India, Stallion Asset Core Fund is often mentioned due to its:
- Clearly defined investment process
- Balanced multi-cap exposure
- Focus on business fundamentals
- Long-term performance orientation
It is important to understand that the term “best” is subjective. A PMS that works well for one investor may not suit another. Suitability depends on risk appetite, time horizon, and overall portfolio construction.
Investment Philosophy and Strategy
Stallion Asset follows a growth-focused investment philosophy, supported by valuation discipline.
Stock Selection Framework
- Preference for companies with strong earnings visibility
- Focus on competitive advantages and scalability
- Avoidance of speculative or momentum-driven stocks
Sector Allocation Approach
Sector allocation is flexible and driven by bottom-up stock opportunities rather than top-down predictions.
Risk Management
- Diversification across sectors and market caps
- Avoiding over-concentration in single themes
- Maintaining some cash flexibility during uncertain phases
Portfolio Structure and Asset Allocation
The Core Fund PMS maintains diversification across market capitalizations:
- Large-cap stocks: ~50%
- Mid-cap stocks: ~21%
- Small-cap stocks: ~24%
- Cash & equivalents: ~5%
Sector Diversification
The portfolio typically has exposure to:
- Financial services
- Consumer discretionary
- Industrials
- Services
- FMCG
This helps reduce dependence on any single sector or economic cycle.
Performance Overview (Since Inception)
From October 2018 to November 2025, the Stallion Asset Core Fund PMS has delivered competitive long-term performance compared to its benchmark, BSE 500 TRI.
Key Observations
- Strong participation in bullish years such as 2020, 2021, 2023, and 2024
- Reasonable downside control during volatile periods
- Risk metrics like beta and Sharpe ratio indicate controlled volatility relative to returns
Past performance does not guarantee future results.
PMS returns can vary significantly based on entry timing and market cycles.
Fees, Expenses and Exit Load
Stallion Asset Core Fund PMS offers two fee options:
Plan A
- Fixed fee: ~1.5% per annum
- Performance fee: 15% on returns above a 10% hurdle rate
Plan B
- Fixed fee: ~2.5% per annum
- No performance fee
Exit Load
- 2% exit load if the investment is redeemed within 12 months
Investors should evaluate fee structures in the context of long-term holding and expected risk-adjusted returns.
Who Should Consider Stallion Asset Core Fund PMS?
This PMS may be suitable for:
- Business owners and entrepreneurs
- Senior professionals with stable incomes
- High-net-worth individuals
- Investors already invested in mutual funds and seeking active management
Who Should Avoid PMS
- First-time equity investors
- Short-term return seekers
- Investors uncomfortable with volatility
Key Risks You Should Understand
Before investing in any PMS, it is important to understand:
- PMS investments are market-linked
- Capital loss is possible
- Returns may differ across investors
- Taxation depends on transaction-level gains
Reading the Disclosure Document carefully is essential.
My Professional Perspective
There is no single investment solution that suits everyone.
The Stallion Asset Core Fund PMS may suit disciplined, long-term investors who understand equity risk and want professional portfolio management. It should ideally form one part of a diversified investment strategy, not the entire portfolio.
Final Thoughts
PMS can play a meaningful role in wealth creation when aligned properly with an investor’s goals, risk profile, and time horizon.
If you are evaluating whether PMS fits into your overall financial plan, seeking professional guidance is important.
Disclaimer
This article is for educational and awareness purposes only.
It does not constitute investment advice or a recommendation.Securities investments are subject to market risks. Please read all related documents carefully before investing.
Consult a qualified financial advisor before making any investment decision.
Need Expert Guidance
Frequently Asked Questions
1.What is Stallion Asset Core Fund PMS?
Stallion Asset Core Fund PMS is an open-ended, discretionary, equity-focused, multi-cap Portfolio Management Service offered by Stallion Asset. The strategy aims to generate long-term capital appreciation through active stock selection across large-cap, mid-cap, and small-cap companies.
2.What is the minimum investment required for Stallion Asset Core Fund PMS?
The minimum investment required is ₹50 lakh, as mandated by SEBI regulations for Portfolio Management Services in India.
3. Is Stallion Asset Core Fund PMS one of the best PMS funds in India?
Stallion Asset Core Fund PMS is often discussed among established PMS strategies in India due to its research-driven approach and long-term orientation. However, whether it is among the best PMS funds in India depends on an investor’s risk profile, investment horizon, and financial goals.
4. What is the recommended investment horizon for this PMS?
The suggested investment horizon is three years or more. PMS strategies are designed for long-term investing and may experience short-term volatility.
5. How is PMS different from mutual funds?
In PMS, the investor owns individual stocks directly in their demat account, while mutual funds pool money from multiple investors. PMS offers active and customized portfolio management but involves higher risk, higher minimum investment, and more return variability compared to mutual funds.
6. What kind of investors should consider Stallion Asset Core Fund PMS?
This PMS may be suitable for:
- Business owners and entrepreneurs
- Senior professionals
- High-net-worth individuals
- Investors already invested in mutual funds and looking for active portfolio management
It may not be suitable for first-time or short-term investors.