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) |
---|---|---|---|
5.84% | 0.99 | 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 |
---|---|---|---|---|---|---|---|---|---|
Portfolio | -3.10% | 3.60% | 12.30% | -5.90% | 14.50% | 15.90% | 8.00% | 11.00% | 11.10% |
Nifty 50 | -3.50% | 5.90% | 14.70% | 4.30% | 13.80% | 14.10% | 11.40% | 11.80% | 12.20% |
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 2M | - | Nifty 50 | 11.10% | 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 | -1.24% | 7.08% | 72.97% | 5.84% | 0.99 | 12.86% | 1.64 | 3.48% | 0.51 | 56.76 % |
Nifty 500 | -3.97% | 7.74% | 3.77% | 1.09 | 2.51% | 0.37 | 62.16 % | |||
Nifty Midcap 100 | -11.02% | 10.42% | -0.60% | 0.74 | 0.43% | 0.03 | 45.95 % | |||
Nifty Smallcap 100 | -6.07% | 2.16% | -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 | % |
---|---|
Energy | 4.55 |
Chemicals | 5.16 |
Pharma | 8.93 |
Information Technology | 13.75 |
Financial Services | 40.64 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 86.40 |
Mid Cap | 7.00 |
Small Cap | 0.00 |
Cash | 6.60 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 Dec 2022. 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.