Right Horizons Business Leaders PMS


Key Attributes

Inception Date: 01st 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

Large cap focussed fund, aiming to deliver superior risk adjusted return using Core Portfolio of Business Leaders and Satellite Portfolio of emerging leaders

Portfolio Strategy

Benchmark aligned sectoral exposure in large cap growth companies, Portfolios seeks to generate capital appreciation over relatively “Medium to Long term period. The idea of portfolio is to stay above benchmark at all times. Portfolio composition with typically 60% in Index names with active management of names and balance from broader index. Typical Portfolio holding would not have more than 15-25 stocks keeping Nifty as Index Benchmark

 




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-3.7%-2.7%-7.7%19.0%33.6%16.3%10.1%-11.7%
Nifty 50-2.1%-1.4%-3.2%16.9%31.7%13.3%12.9%-12.5%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
Infosys Ltd. 8.17
ICICI Bank Ltd. 7.60
HDFC Bank Ltd 7.00
Tata Steel Ltd. 6.97
Reliance Industries Ltd. 6.38
Top 5 Equity Holdings 36.12

Sector Allocation


Holding %
Energy 4.55
Chemicals 5.16
Pharma 8.93
Information Technology 13.75
Financial Services 40.64

Market Cap Allocation


Allocations %
Large Cap 97.7
Mid Cap 1.0
Small Cap 0.0
Cash 1.3

Disclaimer

#Returns as of 30 Apr 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.



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


Related Investments



Related Videos

Do Not Simply Invest, Make Informed Decisions