Right Horizons- India Business Leader

Key Attributes

Inception Date: 01st April, 2019

Fund Manager Name: Mr. Anil Rego

Fund Manager Experience: 25+ years

Fund Manager 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

 

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