Stallion Asset Core Fund Portfolio


Key Portfolio Attributes

Mr. Amit Jeswani

Inception Date: November 2018

Number of Stocks : 24

Founder & Portfolio Manager: Amit Jeswani

Portfolio Manager's Experience: 7 years of experience in the Indian Capital markets across various functional areas.

Portfolio Manager's Qualification: CFA , CMT . Graduate in Business from Kingston University London

Investment Objective

Stallion Asset has only one PMS. The strategy name is Stallion Asset Core portfolio and it aims to create wealth by generating highest possible alpha for investors. Stallion PMS Founder, Mr. Amit Jeswani, believes that every bull run has leaders, and the leader of the previous bull run might not lead the next bull run and has a knack to find leaders for every bull runs.

The endeavour of Stallion PMS is to invest in the leader of bull run over every 1-3 year period. Leaders in bulls runs are created by strong earnings momentum. The Stallion Asset Core PMS aims to invest in companies that exhibit sustainable growth in earnings of close to 20% over the next 1-3 years.

The Stallion PMS has consistently performed and has been winning Awards for last 3 years ( in 2020, 2021 and 2022 ) organised by us in association with IIM-A based on the format of risk adjusted returns.

Investment Philosophy

Stallion PMS core is its unique Philosophy of catching large trends in the market. Stallion PMS is not interested in 10-20% up moves; instead look at buying companies that can give its clients multiple times (multibagger) returns.

Portfolio Construct

Stallion Core portfolio has a consistent strategy of buying companies that fit the stringent criteria of Growth at a Reasonable Prices. The Stallion PMS follows 4-sector focused approach with a ‘Buy & Rotate’ Strategy. Stallion Asset PMS is a Multi cap PMS and Stallion Asset follows growth investing. Stallion PMS, prefers stocks that have hit 52 week highs rather than those that have hit 52 week lows.

The Stallion PMS portfolio construct is such that 40% weight is on Core Stocks, 40-50% weight is on Trends, and remaining is on Special Situations.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-5.6%-5.5%-15.0%2.8%35.0%23.2%23.3%
Nifty 500-4.5%-1.3%-3.6%6.8%34.4%12.9%14.6%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %

Sector Allocation


Holding %
Healthcare 8.40
Industrials 11.90
Information Technology 12.20
Finance 21.20
CDGS (Consumer Discretionary Goods & Services) 32.00

Market Cap Allocation


Allocations %
Large Cap 57.0
Mid Cap 31.7
Small Cap 4.5
Cash 6.8


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Mar 22.




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