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) |
|---|---|---|---|
| -6.28% | 1.17 | 19.36% | 60.25% |
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 | -12.55% | -18.23% | -14.18% | -10.15% | -6.75% | 6.25% | 8.48% | 10.90% | 10.47% |
| S&P BSE 500 TRI | 0.45% | -3.13% | 3.24% | 17.30% | 8.08% | 17.65% | 14.77% | 16.13% | 14.19% |
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 5M | - | S&P BSE 500 TRI | 10.47% | 25 | 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 | 0.80% | -5.83% | 60.25% | -5.03% | 1.19 | 19.36% | -0.71 | -1.23% | -0.14 | 47.83 % |
| Nifty 500 | -0.10% | -6.18% | -6.28% | 1.17 | -2.43% | -0.33 | 44.72 % | |||
| Nifty Midcap 100 | -7.10% | -6.84% | -13.94% | 1.14 | -5.89% | -0.61 | 42.24 % | |||
| Nifty Smallcap 100 | 2.38% | -6.92% | -4.54% | 0.92 | -2.02% | -0.14 | 43.48 % | |||
| BSE 500 | 0.25% | -6.18% | -5.93% | 1.18 | -2.27% | -0.31 | 45.34 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| 360 ONE WAM Ltd | 7.13 |
| KEI Industries Ltd | 6.81 |
| Nuvama Wealth Management Ltd | 6.38 |
| ICICI Bank Ltd | 5.74 |
| Bharat Electronics Ltd | 5.17 |
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 | 39.28 |
| Mid Cap | 24.02 |
| Small Cap | 30.74 |
| Cash | 5.96 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st March 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 Mar 26.
