STALLION CORE FUND - STALLION ASSET PRIVATE LIMITED – PMS Scheme Performance, AUM & Fund Manager Insights

Implement a structured investment strategy that balances risk and return, using careful research and disciplined decision-making to optimize long-term growth while safeguarding capital

Investment Approach Trailing Returns %

Duration	Investment Approach	Benchmark	Alpha
1 Month	3.93%	-0.09%	4.02%
3 Months	8.81%	3.86%	4.95%
6 Months	25.32%	1.43%	23.89%
1 Year	18.21%	4.72%	13.49%
2 Year	12.72%	-0.11%	12.83%
3 Year	32.7%	12.09%	20.61%
5 Year	23.63%	10.91%	12.72%
Since Inception	28.38%	14.71%	13.67%

Investment Approach vs Benchmark

Year Wise One Month Performance

Month	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2026	-4.34%	-1.87%	-9%	17.67%	--	2.52%	--	3.93%	--	--	--	--
Benchmark	-3.34%	0.45%	-11.37%	10.38%	--	1.73%	--	-0.09%	--	--	--	--
Alpha	-1%	-2.32%	2.37%	7.29%	--	0.79%	--	4.02%	--	--	--	--

Month	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2025	-12.22%	-8.01%	6.75%	2.07%	4.78%	5.15%	-0.39%	1.33%	1.44%	1.82%	0.45%	-3.14%
Benchmark	-3.43%	-7.74%	7.32%	3.18%	3.54%	3.68%	-2.71%	-1.75%	1.24%	4.27%	0.96%	-0.24%
Alpha	-8.79%	-0.27%	-0.57%	-1.11%	1.24%	1.47%	2.32%	3.08%	0.2%	-2.45%	-0.51%	-2.9%

Month	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2024	--	--	--	7.81%	1.62%	9.89%	5.84%	8.23%	4.12%	0.58%	2.53%	2.31%
Benchmark	--	--	--	3.44%	0.83%	7.05%	4.44%	0.96%	2.09%	-6.45%	0.06%	-1.5%
Alpha	--	--	--	4.37%	0.79%	2.84%	1.4%	7.27%	2.03%	7.03%	2.47%	3.81%

Year And Month Wise Aum (Cr) Performance

Month	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2026	6361.4	6309.5	5818.7	6991.7	--	8102.3	--	9547	--	--	--	--
2025	3989.2	3978.5	4494.5	4795.3	5182.6	5568.4	5692.7	5915	6177.3	6486	6635.5	6562.5
2024	--	--	--	1636	1799.5	2137.9	2423.5	2815.1	3159.7	3504.9	3815.1	4162.6

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