Stallion Asset

PMS Performance

Pms performance

Current value of ₹ 100 invested once at launch would be

Stallion asset core fund

₹ 100

S&P BSE500 TRI

₹ 100

Performance as on: January 31th, 2026

Performance is calculated basis time weighted rate of return method net of all fees and expenses; Individual client performance may differ. Past performance is not indicative of future results. Performance shown since October 22, 2018, as client monies were managed from this date. Performance related information provided herein is not verified by SEBI. All returns and % changes are in INR terms unless otherwise stated.
For performance comparison with other Portfolio Managers within the selected Strategy, please refer to this link: https://www.apmiindia.org/apmi/welcomeiaperformance.htm?action=PMSmenu

ABOUT PMS

A Growth Oriented Portfolio Management Company, Your Partner In Creating Wealth In The Indian Equity Markets.

We provide portfolio management services designed to help you navigate and capitalize on the large opportunity size in the Indian equity markets. As a customer-focused firm, we believe in adding value to our clients by delivering the best possible investment experience. That's why we've designed our unique investment style around one fund - The Core Fund - with the singular goal of delivering Alpha over the broader market.

WHY STALLION

ALPHA GENERATION

Our alpha-generating investment approach, focused on high-growth market leaders, is designed to provide our clients with decent returns while managing risk through a multicap portfolio approach. We invest in mainly in 4 sectors – Consumer Discretionary, Financials, Consumer Tech and Pharma.

Win The Market With Market Leaders

Our investable companies have the ability to hold their ground as current market leaders or emerging as a new market leader in their business domains.

Multicap Portfolio Approach

Investing across market caps not only boosts your returns exponentially but also limits your downside risk.

Skin In The Game

At Stallion Asset, we believe in putting our skin in the game and invest our own money in the same stocks alongside with our clients. This aligns our interests with our clients and ensures that we are always looking for the best investment opportunities.

Key Facts

Minimum Investment 50 Lakhs
Strategy Inception Date 22-Oct-2018
Category Multi-cap
Benchmark S&P BSE500 TRI
Bankers IndusInd Bank
Custodian Nuvama Custodial Services Limited
Auditors Aneel Lasod and Associates

Fee Structure

Plan A 1.5% Fixed Fees + 15% Profit Sharing over 10% Hurdle Rate
Plan B 2.5% Fixed Fees

PMS FAQ’s


Who Can Open The PMS Account?

The following investors are eligible to invest through PMS:

  1. Resident Individuals
  2. Hindu Undivided Families (HUF)
  3. Body Corporates (Private / Public)
  4. Trusts
  5. Non-Resident Indians (NRI)*
  6. Partnership Firms or any other eligible investor

Note - For detailed guidance on the onboarding process, please reach out to our Client Servicing team at operations@stallionasset.com

The typical account activation timelines, from the receipt of all requisite documents from the client, are:
  • Resident Individuals (RI) – around 7 working days.
  • Non-Resident Individuals (NRI) – around 14 working days.
  • Non-Individuals (Body Corporates, Trusts, Partnership Firms) – around 14 working days.

Note: These timelines may vary depending on the accuracy and completeness of the documents and reviews by the portfolio manager and allied third-party service providers.

Yes. PMS accounts can be opened digitally by resident individuals only, provided their KYC is updated and duly registered/validated with the KRA.
We appreciate your interest in partnering with us. At present, Stallion Asset has stopped empaneling new distributors/ channel partners.
Please find the latest operating charges attached. These charges are subject to change as per the PMS. For the most updated details, we recommend contacting our Client Servicing team.

How do I access my PMS account?

To access your PMS account, please visit: https://www.stallionasset.com/pmslogin and click on the “Login” button. You will be directed to the login page, where you can enter your credentials (SACF Code and password) to view your account.

Once logged in, you can:

  • View your portfolio details
  • Download account statements

  • Access other information related to your PMS investments

For step-by-step instructions on logging in, click here.

In addition to quarterly updates, investors can access their PMS account details anytime through our secure web portal: https://www.stallionasset.com/pmslogin. . By logging in, you can view your portfolio performance, download reports, and access other investment-related information.

Clients may request a change in their fee plan once a year at the account anniversary, subject to the discretion and approval of the Portfolio Manager.

The tax liability of a PMS investor is the same as if the investor were investing directly in the capital markets. It is the investor’s responsibility to take care of and pay all applicable taxes. We recommend consulting a tax advisor for specific guidance. To help with this process, the Portfolio Manager provides an audited statement of accounts at the end of each financial year.


What are the bank details for funding PMS account?

For security reasons, bank account details are not shared publicly. Clients may reach out to our Client Servicing team at operations@stallionasset.com to obtain the funding details.

  • Resident Clients: You can transfer funds to the Stallion Asset Core Fund bank account details that were shared with you during onboarding.
  • NRI Clients: Top-ups must be made only your registered Savings Bank account linked to your PMS.
  • If funds are transferred from a non-registered account, please email the cheque copy/proof of transfer/bank statement to operations@stallionasset.com.

Clients can place a withdrawal/redemption request by emailing operations@stallionasset.com from their registered email ID.

  • Requests received before 6:00 PM will be processed on the next business day (T+1).
  • Requests received after 6:00 PM will be processed on the second business day (T+2).
  • The minimum redemption amount is ₹1 lakh, subject to regulatory requirements that may require a minimum portfolio value to be maintained after redemption.

Clients who wish to close their PMS account with Stallion Asset may do so by sending an email to operations@stallionasset.com from their registered email ID. Our team will share the detailed closure process along with the required redemption form.

Please note the following important points:

  • Redemption requests will be processed only upon physical receipt of the duly signed withdrawal and account closure forms.
  • The funds will be credited to your registered bank account within T+7 working days from the date of successful processing.
  • Exit load, if applicable, will be charged in accordance with the terms outlined in your signed PMS agreement.

Is there a STP (Systematic Transfer Plan) available to invest in Stallion PMS?

Yes, Stallion does offer the STP option for investing in its portfolio. Please refer to the FAQs below for answers to all your questions regarding STP.

    Systematic Transfer Plan (STP) is an automated mechanism for transferring money from one fund to another. Typically, it involves moving funds from a liquid fund into an equity fund, allowing clients to stagger their investment in scheduled tranches over a defined period.

    For example, if you wish to invest ₹50 lakhs:

  • The entire ₹50 lakhs is first transferred into the Stallion Asset Liquid Fund bank account.
  • From this, ₹10 lakhs (20%) is immediately deployed into the Stallion PMS Core Fund (Equity).
  • The remaining ₹40 lakhs (80%) stays in the Liquid Fund and is transferred into the Core Fund in four equal tranches of ₹10 lakhs each, around the 10th of every month, over the next four months.
  • In this manner, the full investment is systematically deployed into the Core Fund over five equal instalments of ₹10 lakhs each, ensuring disciplined and phased allocation.
  • STP is executed in five equal instalments, each comprising 20% of the total capital.
  • The first 20% is deployed immediately into the Core Fund.
  • The remaining 80% is deployed in four equal tranches of 20% each, on or around the 10th of every month over the next four months.
  • This is the standard and only schedule permitted for STP investments at Stallion.
Stallion does not levy any additional management fees for STP. Statutory and operational expenses—including FA fees, custody charges, stamp duty, and audit fees—will be borne by the client as applicable. For amounts deployed into the Core Fund, the standard PMS fees, as outlined in the agreement, shall continue to apply.
No, Client cannot do top up in existing PMS account using STP mode.
No. Funding a PMS account via STP must be done through a bank transfer of money.
Yes. Clients will receive online access to the Liquid Fund strategy.
Yes, clients may add more funds directly into the Core Fund while STP is active. However, this will be treated as a normal top-up in the Equity Portfolio (not part of the STP)
Yes. A client may stop the STP midway and have the remaining balance in the Liquid Fund transferred to the Equity Portfolio. To cancel an existing STP, a request must be submitted at least 7 business days prior to the next scheduled STP date. Cancellation of the STP will be treated as an instruction to transfer the entire balance currently held in the Liquid Fund to equity. Such requests will be processed within T+7 business days.

What is (SIP) Systematic Investment Plan?

A Systematic Investment Plan (SIP) is an investment method that enables investors to allocate smaller amounts at regular intervals. In PMS, an existing client (with a minimum AUM of ₹50 lakhs in their account) can top up the portfolio on a pre-defined schedule at regular intervals.
An SIP can be started with a minimum amount of ₹2 lakhs, in increments of ₹1 lakh. For example, a client may set up an SIP of ₹2 lakhs, ₹3 lakhs, and so on.
Clients can choose either a Monthly SIP or a Quarterly SIP. The debit date is fixed on the 5th of the month/quarter for all clients. At present, there is no flexibility to select a different date or frequency. If the 5th falls on a non-business day, the debit will be executed on the next working day.
  • The client’s portfolio balance must be a minimum of ₹50 lakhs.
  • The SIP must be initiated from the bank account registered with the PMS.

NRIs are not permitted to invest through the SIP mode.

There is no set up cost for SIP. Your bank might charge mandate registration cost. You will need to check with your bank to know the exact amount.
There are no setup charges for SIP. However, your bank may levy a fee for mandate registration. Please check with your bank for the exact applicable charges.
Yes. You can request cancellation by writing to operations@stallionasset.com before the 30th of the month, and the SIP will be discontinued from the following month. Same-month cancellations are difficult to process, so we advise providing notice well in advance.

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