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) |
|---|---|---|---|
| -2.86% | 1.27 | 22.49% | 60.74% |
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 | 2.82% | 20.87% | -1.15% | -4.64% | -3.14% | 8.07% | 10.54% | 12.17% | 10.28% |
| S&P BSE 500 TRI | 1.73% | 12.10% | -3.53% | -1.96% | 1.52% | 12.53% | 12.21% | 13.92% | 13.90% |
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 7M | 345.12 | S&P BSE 500 TRI | 10.28% | 28 | 10 |
| 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 | 6.94% | -5.58% | 60.74% | 1.36% | 1.34 | 22.49% | -0.32 | -0.33% | -0.04 | 48.47 % |
| Nifty 500 | 3.35% | -6.21% | -2.86% | 1.27 | -1.90% | -0.26 | 45.40 % | |||
| Nifty Midcap 100 | -4.07% | -6.92% | -10.99% | 1.11 | -5.69% | -0.59 | 42.33 % | |||
| Nifty Smallcap 100 | 2.35% | -7.28% | -4.93% | 0.85 | -2.14% | -0.15 | 43.56 % | |||
| BSE 500 | 3.81% | -6.2% | -2.39% | 1.27 | -1.72% | -0.23 | 46.01 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Financial Services | 31.02 |
| Consumer Durables | 14.03 |
| Capital Goods | 11.53 |
| Healthcare | 8.13 |
| Consumer Services | 7.70 |
| Financial Services | 28.90 |
| Capital Goods | 13.30 |
| Consumer Durables | 12.27 |
| Healthcare | 8.47 |
| Consumer Services | 7.28 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 38.00 |
| Mid Cap | 27.00 |
| Small Cap | 32.00 |
| Cash | 3.00 |
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 30th Jun 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of May 26.
