Affluense AI AFFLUENSE

Core Fund

Stallion Asset Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
22 October 2018
Min. Investment
₹5,00,00,000
AUM (Cr.)
₹6562.45
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

Investment Universe: Stallion Asset is authorized to allocate capital to any asset class permissible under the Securities Contracts (Regulation) Act, 1956, in pursuit of achieving the stated investment objective. Security Selection Methodology: The selection of individual securities will be undertaken on a best-effort basis, taking into account prevailing market conditions, to align with and fulfill client investment objectives.

Investment Objective

The Portfolio Manager is committed to employing its professional acumen to construct a framework designed for capital preservation and appreciation, aligning with the Client's selected investment products and objectives. Notwithstanding this commitment, the Client acknowledges that the attainment of stated objectives, any specific returns, or the avoidance of capital depreciation cannot be assured.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -3.14% -0.24% -2.90%
3 MONTHS -0.94% 5.02% -5.96%
6 MONTHS 1.43% 1.63% -0.20%
1 YEAR -1.68% 7.63% -9.31%
2 YEAR 29.14% 11.64% 17.50%
3 YEAR 38.42% 16.40% 22.02%
5 YEAR 27.20% 16.82% 10.38%
SINCE INCEPTION 28.45% 16.42% 12.03%

Calendar Year Performance

Year Return
CY 2025 -1.68%
CY 2024 69.69%
CY 2023 59.00%
CY 2022 -10.33%
CY 2021 39.96%
CY 2020 40.68%
CY 2019 27.11%
CY 2018 1.79%

Financial Year Performance

Year Return
FY 26_YTD 13.96%
FY 25 30.57%
FY 24 78.75%
FY 23 -0.82%
FY 22 17.83%
FY 21 84.68%
FY 20 -4.78%
FY 19 10.76%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Amit Jeswani

Fund Manager

Mr. Amit Jeswani possesses dual charter designations, having earned both the Chartered Financial Analyst (CFA) certification from the CFA Institute in Virginia, USA, and the Chartered Market Technician (CMT) certification from the CMT Association in New York, USA. He holds a Bachelor of Business degree with a specialization in Finance from Kingston University London. With a distinguished track record spanning 14 years in capital markets, Mr. Jeswani commenced his investment journey at the age of 16, influenced by his father's background as a stockbroker. His professional experience includes engagements with prominent financial institutions. He is an active participant in the Association of Technical Market Analysts and the Indian Association of Investment Professionals.

Portfolio Details

Portfolio Composition

Large Cap
46.89%
Mid Cap
25.12%
Small Cap
24.71%
Cash & Equivalent
3.28%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Consumer Discretionary 38.09%
  • Financial Services 26.26%
  • Services 8.51%
  • Industrials 7.33%
  • Healthcare 5.68%

Portfolio Characteristics

total number of stocks
40
top 5 stocks percent
N/A
top 5 sectors percent
85.87%
average market cap
138985.54
portfolio age
7 Yrs, 2 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.5%

Hurdle: 10%

Profit Sharing: 15%

Exit Load

Year 1: 2%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)