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 | 3.0% | 1.7% | -2.5% | 0.3% | 9.4% | 21.2% | 7.5% | 9.4% | |
| Nifty 50 TRI | 4.1% | 2.4% | 0.5% | 6.9% | 12.4% | 23.8% | 12.3% | 13.1% |
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 | 10Y 6M | - | Nifty 50 TRI | 9.4% | 24 | 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 | -2.14% | 7.98% | 72.97% | 5.84% | 0.99 | 12.86% | 1.64 | 3.48% | 0.51 | 56.76 % |
| Nifty 500 | -3.64% | 7.41% | 3.77% | 1.09 | 2.51% | 0.37 | 62.16 % | |||
| Nifty Midcap 100 | -10.80% | 10.2% | -0.60% | 0.74 | 0.43% | 0.03 | 45.95 % | |||
| Nifty Smallcap 100 | -5.87% | 1.96% | -3.91% | 0.39 | 1.94% | 0.10 | 40.54 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Reliance Industries Ltd. | 8.59 |
| Infosys Ltd. | 7.21 |
| Icici Bank Ltd. | 6.27 |
| Hdfc Bank Ltd. | 6.13 |
| Polycab India Ltd. | 5.99 |
| Top 5 Equity Holdings | 34.19 |
Sector Allocation
| Holding | % |
|---|---|
| Financial Services | 35.84 |
| Software | 11.80 |
| Petroleum Products | 8.59 |
| Pharmaceuticals | 6.12 |
| Manufacturing | 5.99 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 93.7 |
| Mid Cap | 2.5 |
| Small Cap | 0.0 |
| Cash | 3.8 |
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 30 Apr 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.
