A diversified equity portfolio that endeavours to achieve long term capital appreciation and generate returns by investing across market cap. This is a Market Cap agnostic portfolio which aims to generate superior risk adjusted return with the ability to switch between market caps and sectors based on their proprietary asset allocation model.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -3.75% | 1.13 | 17.41% | 63.2% |
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 Flexi Cap | 0.58% | 7.10% | 2.48% | -6.07% | 6.92% | 10.89% | 17.71% | 12.94% | 11.42% |
| S&P BSE 500 TRI | 0.96% | 6.57% | 5.62% | 6.27% | 16.16% | 15.25% | 18.61% | 14.91% | 14.76% |
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 Flexi Cap | Multi Cap & Flexi Cap | Mr. Anil Rego | 29 November 2012 | 13Y 0M | - | S&P BSE 500 TRI | 11.42% | 28 | 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 | 8.09% | -13.49% | 63.2% | -5.40% | 1.13 | 17.41% | -0.55 | 0.97% | 0.11 | 52.80 % |
| Nifty 500 | 8.58% | -12.33% | -3.75% | 1.13 | 0.40% | 0.05 | 51.20 % | |||
| Nifty Midcap 100 | 5.30% | -12.46% | -7.16% | 1.01 | -1.45% | -0.13 | 47.20 % | |||
| Nifty Smallcap 100 | 8.62% | -0.81% | 7.81% | 0.89 | 2.86% | 0.18 | 50.40 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 35.85 |
| Mid Cap | 28.31 |
| Small Cap | 35.70 |
| Cash | 0.14 |
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 Nov 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 23.
