Right Horizons Alphabots India Prime Portfolio PMS


Key Portfolio Attributes

Inception Date: 30th April, 2019

Portfolio Manager’s Name: Mr. Anil Rego

Portfolio Manager’s Experience: 25+ years

Portfolio Manager’s Qualification: CFA/MBA program by the ICFAI Business School, India.

Investment Objective

A diversified Large cap focussed fund, aiming to deliver superior risk adjusted return using Artificial Intelligence Framework for stock selection. The AI Engine (AlphaBots) is provided by AlphaBlock.

Portfolio Strategy

The unique Al methodology, which is developed and improvised over the years by a team of researchers and data scientists- and demonstrated performance. This advantage is driven by our Systematic, Scientific, Replicable methodology which works across assets, regions, styles and mandates. The methodology is factor agnostic and studies the relative position and dynamics of a component in its group across multi durations. The selections and exits are based on probabilistic scores which are enhanced using machine learning. There is a cap of 20% allocation on any stock and 40% allocation in any one sector.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio0.9%-1.9%-4.6%-1.8%27.3%13.8%--12.1%
BSE 2004.4%5.2%4.9%2.8%26.5%16.3%--14.2%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
Indian Railway Catering & Tourism Corpn. Ltd. 7.15
Adani Enterprises Ltd. 6.46
Alkem Laboratories Ltd. 6.23
Tata Power Company Ltd. 5.30
LIC Housing Finance Ltd. 4.83
Top 5 Equity Holdings 29.97

Sector Allocation


Holding %
Automobile 5.41
Petroleum Products 6.03
Pharma 6.23
Financial Services 10.09
Consumer Goods 10.37

Market Cap Allocation


Allocations %
Large Cap 90.0
Mid Cap 2.8
Small Cap 0.0
Cash 7.2


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists




Disclaimer

#Returns as of 31 Oct 2022. 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 22.




Related Investments


Related Videos

Do Not Simply Invest, Make Informed Decisions