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) |
|---|---|---|---|
| 7.81% | 0.89 | 17.41% | 63.2% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Right Horizons Flexi Cap | -0.03% | -8.09% | 4.69% | -18.37% | 6.42% | 10.12% | 18.27% | 12.36% | 10.60% |
| BSE 500 TRI | 1.24% | -3.23% | 7.19% | -5.50% | 15.46% | 16.13% | 20.67% | 14.43% | 14.65% |
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 | Mr. Anil Rego | 28 November 2012 | 12Y 10M | - | BSE 500 TRI | 10.60% | 28 | NA |
| 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 | 6.77% | -12.17% | 63.2% | -5.40% | 1.13 | 17.41% | -0.55 | 0.97% | 0.11 | 52.80 % |
| Nifty 500 | 6.79% | -10.54% | -3.75% | 1.13 | 0.40% | 0.05 | 51.20 % | |||
| Nifty Midcap 100 | 2.36% | -9.52% | -7.16% | 1.01 | -1.45% | -0.13 | 47.20 % | |||
| Nifty Smallcap 100 | 4.57% | 3.24% | 7.81% | 0.89 | 2.86% | 0.18 | 50.40 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 33.47 |
| Mid Cap | 30.40 |
| Small Cap | 34.09 |
| Cash | 2.04 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30 Sep 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 23.
