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.
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Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
7.81% | 0.89 | 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 | 8.57% | 12.00% | 11.48% | 34.37% | 29.41% | 20.65% | 22.22% | 13.84% | 13.19% |
BSE 500 TRI | 7.05% | 11.66% | 16.68% | 38.28% | 30.88% | 19.93% | 19.95% | 15.24% | 16.03% |
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 | Mr. Anil Rego | 28 November 2012 | 11Y 7M | - | BSE 500 TRI | 13.19% | 32 | 5 |
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 | 15.04% | -20.44% | 63.2% | -5.40% | 1.13 | 17.41% | -0.55 | 0.97% | 0.11 | 52.80 % |
Nifty 500 | 7.67% | -11.42% | -3.75% | 1.13 | 0.40% | 0.05 | 51.20 % | |||
Nifty Midcap 100 | -9.30% | 2.14% | -7.16% | 1.01 | -1.45% | -0.13 | 47.20 % | |||
Nifty Smallcap 100 | -15.20% | 23.01% | 7.81% | 0.89 | 2.86% | 0.18 | 50.40 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
Trent Ltd. | 6.94 |
Reliance Industries Ltd. | 5.56 |
Kei Industries Ltd. | 5.31 |
Icici Bank Ltd. | 4.86 |
Apollo Pipes Ltd. | 4.82 |
Sector Allocation
Holding | % |
---|---|
Automobile and Auto Components | 6.23 |
Information Technology | 6.78 |
Consumer Services | 10.10 |
Capital Goods | 21.20 |
Financial Services | 31.66 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 34.81 |
Mid Cap | 22.22 |
Small Cap | 40.52 |
Cash | 2.45 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 30 June 2024. 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.