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 | -3.51% | -1.31% | 13.25% | 10.36% | 2.77% | 20.64% | 14.09% | 11.11% | 10.15% |
| Nifty 50 TRI | -2.74% | -3.09% | 6.52% | 7.01% | 5.15% | 19.29% | 14.27% | 13.07% | 13.14% |
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 0M | - | Nifty 50 TRI | 10.15% | 23 | 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 | -0.26% | 6.1% | 72.97% | 5.84% | 0.99 | 12.86% | 1.64 | 3.48% | 0.51 | 56.76 % |
| Nifty 500 | -2.53% | 6.3% | 3.77% | 1.09 | 2.51% | 0.37 | 62.16 % | |||
| Nifty Midcap 100 | -13.43% | 12.83% | -0.60% | 0.74 | 0.43% | 0.03 | 45.95 % | |||
| Nifty Smallcap 100 | -14.13% | 10.22% | -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 | 65.58 |
| Mid Cap | 34.17 |
| Small Cap | 0.00 |
| Cash | 0.25 |
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 31 Oct 2023. 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.
