Portfolio Management Services (PMS)Compare Schemes
Nippon - Emerging India - EIP vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Nippon - Emerging India - EIP
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.63%
3.93%
6 Months
13.11%
25.32%
1 Year
15.44%
18.21%
3 Years
15.82%
32.70%
5 Years
15.29%
23.63%
Since Inception
15.37%
28.38%
Fund Age
9 yrs 4 mo
7 yrs 10 mo
AUM
₹32.48 Cr
₹8,686.39 Cr
Alpha – 1 Year
10.72%
13.49%
Alpha – 3 Years
3.73%
20.61%
Information Ratio – 3 Years
0.69
1.92
Volatility – 1 Year
17.99%
22.97%
Volatility – 3 Years
17.45%
19.40%
Beta – 1 Year
0.99
1.12
Beta – 3 Years
1.02
0.98
Sharpe Ratio – 1 Year
0.59
0.61
Sharpe Ratio – 3 Years
0.71
1.30
Worst Rolling Year
-6.27%
17.00%
Value at Worst Rolling Year
₹0.94 Cr
₹1.17 Cr
Deepest Drawdown
−21.15%
−22.23%
Recovery Period
474 days
227 days
1-Year Rolling Windows Positive
92.43%
100.00%
Median Rolling Year
21.04%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 22% · S 44%
L 37% · M 30% · S 25%
Number of Stocks
30
43
Portfolio P/E
30.67
62.25
Top 5 Holdings
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%