Portfolio Management Services (PMS)Compare Schemes
Stallion Asset - Core Fund vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Stallion Asset - Core Fund
Wealth Managers - Focused Leadership Portfolio
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
3.93%
4.79%
6 Months
25.32%
13.10%
1 Year
18.21%
18.11%
3 Years
32.70%
14.56%
5 Years
23.63%
8.71%
Since Inception
28.38%
13.67%
Fund Age
7 yrs 10 mo
11 yrs 2 mo
AUM
₹8,686.39 Cr
₹138.06 Cr
Alpha – 1 Year
13.49%
18.46%
Alpha – 3 Years
20.61%
5.57%
Information Ratio – 3 Years
1.92
0.62
Volatility – 1 Year
22.97%
22.83%
Volatility – 3 Years
19.40%
16.72%
Beta – 1 Year
1.12
1.29
Beta – 3 Years
0.98
1.00
Sharpe Ratio – 1 Year
0.61
0.61
Sharpe Ratio – 3 Years
1.30
0.55
Worst Rolling Year
17.00%
-8.44%
Value at Worst Rolling Year
₹1.17 Cr
₹0.92 Cr
Deepest Drawdown
−22.23%
−17.10%
Recovery Period
227 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
30.47%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 30% · S 25%
L 38% · M 14% · S 45%
Number of Stocks
43
18
Portfolio P/E
62.25
38.70
Top 5 Holdings
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%