Right Horizons Business Leaders PMS


Key Portfolio 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
Right Horizons India Business Leaders2.20%8.53%25.75%42.38%19.49%19.44%17.28%12.78%11.90%
Nifty 50 TRI1.24%4.19%18.77%26.51%16.27%16.92%15.30%14.30%14.24%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
Reliance Industries Ltd. 8.22
Trent Ltd. 7.99
Hdfc Bank Ltd. 7.57
Icici Bank Ltd. 6.10
State Bank Of India 5.84

Sector Allocation


Holding %
Oil, Gas & Consumable Fuels 7.73
Capital Goods 11.89
Automobile and Auto Components 12.56
Information Technology 12.92
Financial Services 39.71

Market Cap Allocation


Allocations %
Large Cap 62.57
Mid Cap 35.10
Small Cap 0.00
Cash 2.33

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 30 Apr 2024. 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

Subscribe To Our Newsletter

By PMS AIF WORLD • Over 30,000 Subscribers

Stay informed with our latest updates. Subscribe to our newsletter for exclusive content, news, and valuable insights.

This will close in 0 seconds

This will close in 0 seconds