Current value of ₹ 100 invested once at launch would be
Stallion asset core fund
S&P BSE500 TRI
Performance as on: April 30th, 2023
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.
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.
|Minimum Investment||50 Lakhs|
|Strategy Inception Date||22-Oct-2018|
|Custodian||Nuvama Custodial Services Limited|
|Auditors||Aneel Lasod and Associates|
|Plan A||1.5% Fixed Fees + 15% Profit Sharing over 10% Hurdle Rate|
|Plan B||2.5% Fixed Fees|
Who Can Open The PMS Account?
The following investors are eligible to invest through PMS:
- Resident Individuals
- Hindu Undivided Families (HUF)
- Body Corporates (Private / Public)
- Non-Resident Indians (NRI)*
- Partnership Firms or any other eligible investor
Note - For the detailed process please contact the Client Servicing team.
How long does it take to set up a PMS account for Investing?
- 1. For Resident Individuals - It generally takes 4 working days to set up a PMS account for investing.
- 2. For Non-Resident Individuals - It generally takes 14 working days to set up a PMS account for investing.
- 3. For Non-Individuals (e.g., Body Corporates, Trusts, Partnership Firms) - It generally takes 7 working days to set up a PMS account for investing.
It's important to note that the above timeframes are general estimates, and the actual time it takes to set up a PMS account may vary depending on various factors such as the PMS provider's internal processes, documentation requirements, and the completeness and accuracy of the investor's application and supporting documents.
Can we apply for a PMS account digitally?
How Can I Associate With Stallion Asset As A Distributor/Channel Partner?
What are the Operating charges/expenses for Stallion Asset PMS account?
How do I access my PMS account?
To access your PMS account, you would need to visit the following link:https://www.stallionasset.com/pmslogin and click on the "Login" button. This will take you to a login page where you can enter your login credentials (such as your SACF Code and password) to access your account information.
Once you have logged in, you should be able to view your portfolio details, download statements, and access other information related to your PMS investment.
If you need more details on how to login please click here.
How frequently will I get updates on my PMS account performance?
In addition to the quarterly updates, investors may also be able to access their PMS account information and performance data through a web portal. The web portal provided by Stallion Asset PMS can be accessed via the following link: https://www.stallionasset.com/pmslogin. Through this portal, investors can login and view their account performance, as well as access other reports and information related to their PMS investment.
When, and how often, can I change fee plan of my PMS account?
clients may be able to change their fee plan once a year at the account anniversary, at the discretion of the Portfolio Manager.
What is the tax treatment in PMS investment?
The tax liability of a PMS investor would remain the same as if the investor is accessing the capital market directly. However, the investor should consult his / her tax advisor for the same. The Portfolio Manager ideally provides audited statement of accounts at the end of the financial year to aid the investor in assessing his / her tax liabilities.
What are the bank details for funding PMS account?
Resident Indian, HUF, Body Corporate, Partnership etccan transfer funds into following based on the bank and strategy.
• Stallion Asset Core Fund : (Link)
• Stallion Asset Liquid Fund :(Link)
- Non-Resident clients with separate account (HDFC NRE / NRO account) must drop an email to email@example.com in for account details.
How can I top-up (add more funds to) my account?
- For Topping up your account you can refer above bank details. (Stallion Asset Core Fund : (Link)).
- In case funds are transferred from bank account which is not register with us, you can email us the cheque / proof of transfer / bank statement at firstname.lastname@example.org, and we shall confirm the receipt of funds by end of the day.
How do I withdraw / redeem part of my investments from PMS account?
Clients who wish to withdraw or redeem part of their investments from their PMS account with Stallion Asset may do so by sending an email to email@example.com from their registered email ID.Requests received by Stallion Asset before 1 PM will be processed on the same day, while requests received after 1 PM will be processed on the following business day (T+1). The minimum amount for redemption is Rs. 1 lakh, but there may be regulatory requirements that impose a minimum portfolio value after the redemption that could limit the amount that can be withdrawn.
What is the process to close my PMS account?
Clients who wish to close their PMS account with Stallion Asset can do so by sending an email to firstname.lastname@example.org from their registered email ID. The Stallion Asset team will provide a detailed process for closing the account,along with redemption form. It may take up to 7 working days for the payout to be processed, assuming all necessary forms and information are received by the Stallion Asset team.
Is there a STP (Systematic Transfer Plan) available to invest in Stallion PMS?
What is STP (Systematic Transfer Plan)
What is the minimum / maximum number of instalments / amount allowed for STP?
Processing of Physical Forms:
Can client decide the amount of instalment by his own?
Can client set up a 10 months STP instead of 5?
What is (SIP) Systematic Investment Plan?
What is the minimum amount to start SIP?
What is the frequency available in SIP?
What is the Eligibility criteria to invest in SIP?
- Clients Minimum Portfolio balance should be 50 Lakhs.
- SIP should be initiated from Bank account registered with PMS.
NRI’s cannot invest through SIP mode.