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) |
---|---|---|---|
3.77% | 1.09 | 12.86% | 72.97% |
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 Leaders | 4.88% | 11.31% | 18.02% | 40.77% | 18.09% | 19.30% | 17.74% | 13.03% | 11.75% |
Nifty 50 TRI | 1.32% | 9.38% | 14.57% | 28.49% | 15.73% | 16.15% | 16.64% | 14.73% | 14.18% |
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 Leaders | Large Cap | Mr. Anil Rego | 15 November 2012 | 11Y 4M | - | Nifty 50 TRI | 11.75% | 21 | 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 | 2.46% | 3.38% | 72.97% | 5.84% | 0.99 | 12.86% | 1.64 | 3.48% | 0.51 | 56.76 % |
Nifty 500 | -1.37% | 5.14% | 3.77% | 1.09 | 2.51% | 0.37 | 62.16 % | |||
Nifty Midcap 100 | -14.73% | 14.13% | -0.60% | 0.74 | 0.43% | 0.03 | 45.95 % | |||
Nifty Smallcap 100 | -17.40% | 13.49% | -3.91% | 0.39 | 1.94% | 0.10 | 40.54 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
Hdfc Bank Ltd. | 9.42 |
Polycab India Ltd. | 9.36 |
Reliance Industries Ltd. | 7.73 |
Icici Bank Ltd. | 6.23 |
Tube Investments Of India Ltd. | 6.21 |
Top 5 Equity Holdings | 38.95 |
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 | 58.32 |
Mid Cap | 30.65 |
Small Cap | 0.00 |
Cash | 11.03 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book a call with our PMS AIF SpecialistsDisclaimer
#Returns as of 29 Feb 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.