Stallion PMS update - Five year performance 29.42%

Hi there,

We highlighted last year about Stallion Asset Portfolio Management (‘PMS’) and how it is performing better than some other players in the PMS space. This is just a performance update to the same.

Stallion PMS follows a simple yet effective strategy:

• 40% of the portfolio is invested in existing monopolies, the companies that have already proven their worth and have a loyal customer base.

• 40% of the portfolio is invested in emerging monopolies, the companies that are disrupting their industry and have a huge potential for growth.

• The rest of the portfolio is allocated to opportunistic bets, the companies that offer a high reward for a low risk.

• Invest only in Consumption, Financials, Consumer Tech and Pharma sectors and not in Commodities, Land Bank Development, Not so reliable promoters.

The performance as of February’24 is:

Fund details are as follows:

Portfolio Manager: Stallion Asset Private Limited
Inception Date: 22/10/2018
Category: Multicap
AUM: Rs. 1,318.55 crores
Min. Investment: Rs. 50 lakhs

For details on the strategy, you can refer to the brochure attached below.

• Stallion Asset Core Fund 

If you would like to understand more about this, let me know.

Thanks,
Tejas