A diversified equity portfolio that endeavours to achieve long term capital appreciation and generate returns by investing across market cap. This is a Market Cap agnostic portfolio which aims to generate superior risk adjusted return with the ability to switch between market caps and sectors based on their proprietary asset allocation model.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Right Horizons Flexi Cap | Multi Cap & Flexi Cap | Mr. Anil Rego | 29 November 2012 | 13Y 2M | S&P BSE 500 TRI | 5 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | -11.02% | -7.07% | 60.76% | -18.09% | 1.48 | 20.15% | -0.56 | -0.89% | -0.10 | 48.10 % |
| Nifty 500 | -7.33% | -6.93% | -14.26% | 1.38 | -2.09% | -0.28 | 44.94 % | |||
| Nifty Midcap 100 | -6.51% | -6.81% | -13.32% | 1.08 | -5.38% | -0.55 | 43.04 % | |||
| Nifty Smallcap 100 | 4.69% | -6.64% | -1.95% | 0.84 | -1.68% | -0.12 | 43.67 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st Jan 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 25.
