- Manager
- Stallion Asset
- Service
- Discretionary
- Asset class
- Equity
Stallion Core Fund
+18.39%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Stallion Asset’s Stallion Core Fund returned 18.39% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹10,340 crore across its clients.
Key numbers
- AUM
- ₹10,340 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.56×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | +1.59% | −5.57% | +7.16% |
| 3 months | +7.82% | −3.59% | +11.41% |
| 6 months | +39.90% | +8.07% | +31.83% |
| 1 year | +18.39% | −2.33% | +20.72% |
| 2 years | +11.35% | −3.93% | +15.28% |
| 3 years | +33.41% | +9.20% | +24.21% |
| 4 years | +32.86% | +11.22% | +21.64% |
| 5 years | +23.79% | +8.91% | +14.88% |
| Since inception | +28.31% | +13.72% | +14.59% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity88.19%₹9,119 Cr
- Cash and other6.44%₹666 Cr
- Mutual funds5.37%₹555 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹683 Cr
- Outflow, Sep 2026
- ₹38.86 Cr
- Net, Sep 2026
- ₹644 Cr
- Net, FY to date
- ₹2,076 Cr
- Turnover, month
- 0.18×
- Turnover, past year
- 1.56×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Stallion Core Fund returned?
18.39% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 1.59%; 3 months: 7.82%; 6 months: 39.90%; 1 year: 18.39%; 2 years: 11.35%; 3 years: 33.41%; 4 years: 32.86%; 5 years: 23.79%; Since inception: 28.31%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 20.72 percentage points ahead.
How much does Stallion Core Fund manage?
₹10,340 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Stallion Core Fund?
Stallion Asset, a SEBI-registered portfolio manager (INP000006129), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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