Large cap focussed fund, aiming to deliver superior risk adjusted return using Core Portfolio of Business Leaders and Satellite Portfolio of emerging leaders
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -4.04% | 1.15 | 20.00% | 61.35% |
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 India Business Leader | 4.39% | 15.24% | -3.15% | -6.50% | -0.70% | 11.15% | 10.44% | 11.21% | 10.45% |
| Nifty 50 TRI | 1.67% | 7.40% | -8.10% | -5.42% | 0.85% | 8.81% | 9.99% | 12.51% | 12.48% |
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 India Business Leader | Large Cap | Mr. Anil Rego | 15 November 2012 | 13Y 8M | 39.97 | Nifty 50 TRI | 10.45% | 25 | 9 |
| 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 | 3.89% | -3.7% | 61.35% | 0.19% | 1.27 | 20.00% | -0.42 | -0.71% | -0.11 | 53.37 % |
| Nifty 500 | 0.23% | -4.27% | -4.04% | 1.15 | -2.29% | -0.41 | 49.69 % | |||
| Nifty Midcap 100 | -7.32% | -4.85% | -12.17% | 0.96 | -6.07% | -0.63 | 41.10 % | |||
| Nifty Smallcap 100 | -0.85% | -5.25% | -6.10% | 0.72 | -2.52% | -0.17 | 44.79 % | |||
| BSE 500 | 0.69% | -4.25% | -3.56% | 1.16 | -2.10% | -0.38 | 48.47 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Sector Allocation
| Holding | % |
|---|---|
| Financial Services | 28.97 |
| Information Technology | 11.67 |
| Capital Goods | 10.52 |
| Services | 9.03 |
| Oil, Gas & Consumable Fuels | 6.36 |
| Capital Goods | 12.09 |
| Services | 8.83 |
| Information Technology | 8.66 |
| Automobile and Auto Components | 7.17 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 74.00 |
| Mid Cap | 21.00 |
| Small Cap | 0.00 |
| Cash | 5.00 |
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 30th Jun 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 May 26.
