Right Horizons Business Leaders PMS

Alpha (1Y)	Beta (1Y)	Standard Deviation (1Y)	% of +ve Months (SI)
3.77%	1.09	12.86%	72.97%

Key Portfolio Attributes

Inception Date: 01st April, 2019

Portfolio Manager’s Name: Mr. Anil Rego

Portfolio Manager’s Experience: 25+ years

Portfolio Manager’s Qualification: CFA/MBA program by the ICFAI Business School, India.

Investment Objective

Large cap focussed fund, aiming to deliver superior risk adjusted return using Core Portfolio of Business Leaders and Satellite Portfolio of emerging leaders

Portfolio Strategy

Benchmark aligned sectoral exposure in large cap growth companies, Portfolios seeks to generate capital appreciation over relatively “Medium to Long term period. The idea of portfolio is to stay above benchmark at all times. Portfolio composition with typically 60% in Index names with active management of names and balance from broader index. Typical Portfolio holding would not have more than 15-25 stocks keeping Nifty as Index Benchmark

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	4.75%	16.43%	-3.74%	6.99%	20.72%	17.10%	22.73%	11.09%	11.45%
Nifty 50 TRI	1.92%	12.13%	3.05%	11.08%	16.88%	15.56%	22.32%	12.74%	13.83%

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	12Y 7M	-	Nifty 50 TRI	11.45%	23	NA

		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	-1.78%	7.62%	72.97%	5.84%	0.99	12.86%	1.64	3.48%	0.51	56.76 %
Nifty 500	-2.35%	6.12%		3.77%	1.09			2.51%	0.37	62.16 %
Nifty Midcap 100	-7.87%	7.27%		-0.60%	0.74			0.43%	0.03	45.95 %
Nifty Smallcap 100	-3.13%	-0.78%		-3.91%	0.39			1.94%	0.10	40.54 %

VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings

Holding	%

Sector Allocation

Holding	%

Market Cap Allocation

Allocations	%
Large Cap	63.48
Mid Cap	28.52
Small Cap	3.67
Cash	4.33

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Disclaimer

#Returns as of 31 May 2025. 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.

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