Right Horizons Flexi Cap Scheme PMS


Key Portfolio Attributes

Inception Date: 01st April, 2019

Portfolio Manager’s Name: Mr. Anil Rego

Portfolio Manager’s Experience: 25+ years

Portfolio Manager’s 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.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio1.5%5.1%1.8%3.5%34.8%22.8%12.6%-13.2%
NSE 5004.0%5.2%4.3%2.2%26.9%16.7%11.0%-12.9%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
ICICI Bank Ltd. 7.55
HDFC Bank Ltd 6.06
Infosys Ltd. 5.70
PI Industries Ltd. 5.61
Apollo Pipes Ltd. 5.54
Top 5 Equity Holdings 30.46

Sector Allocation


Holding %
Others 4.21
Pharma 4.27
Chemicals 9.63
Information Technology 12.02
Financial Services 23.28

Market Cap Allocation


Allocations %
Large Cap 60.6
Mid Cap 24.5
Small Cap 10.8
Cash 4.0


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 31 Oct 2022. 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 22.




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