Right Horizons Flexi Cap PMS

Key Attributes

Inception Date: 01st April, 2019

Fund Manager Name: Mr. Anil Rego

Fund Manager Experience: 25+ years

Fund Manager Qualification: CFA/MBA program by the ICFAI Business School, India.

Investment Objective

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.

Portfolio Strategy

Benchmark agnostic sectoral exposure in companies across market caps. Portfolio seeks to generate capital appreciation over relatively “Medium to Long” term period. The idea of the portfolio is to stay above the benchmark at all times. Portfolio composition is unconstrained with respect to the Benchmark and can move across market caps as per RH’s proprietary asset allocation model. Typical Portfolio holding would not have more than 15-25 stocks keeping Nifty as Index Benchmark.

Don’t Just Invest. Make an Informed Decision.