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) |
|---|---|---|---|
| -3.10% | 1.20 | 19.27% | 60.87% |
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 | -13.90% | -15.96% | -13.71% | -6.86% | -2.40% | 10.72% | 9.79% | 10.48% | 9.48% |
| Nifty 50 TRI | -11.30% | -14.44% | -9.02% | -3.99% | 1.19% | 10.02% | 10.01% | 12.53% | 12.17% |
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 5M | - | Nifty 50 TRI | 9.48% | 26 | 5 |
| 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 | 0.07% | -1.92% | 60.87% | -1.85% | 1.24 | 19.27% | -0.55 | -1.10% | -0.17 | 52.80 % |
| Nifty 500 | -1.01% | -2.09% | -3.10% | 1.20 | -2.30% | -0.42 | 49.69 % | |||
| Nifty Midcap 100 | -8.24% | -2.51% | -10.75% | 1.12 | -5.76% | -0.60 | 41.61 % | |||
| Nifty Smallcap 100 | 1.19% | -2.55% | -1.36% | 0.88 | -1.89% | -0.13 | 45.34 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Financial Services | 27.80 |
| Information Technology | 11.67 |
| Capital Goods | 10.52 |
| Services | 9.03 |
| Oil, Gas & Consumable Fuels | 6.36 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 48.35 |
| Mid Cap | 22.97 |
| Small Cap | 26.77 |
| Cash | 1.91 |
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 31st March 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 Mar 26.
