Identify major wealth creation trends, monopolistic & fast-growing capital efficient franchises with reinvestment runways run by able & minority friendly management.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
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 Perennial | Multi Cap & Flexi Cap | Mr. Satwik Jain | 01 April 2021 | 4Y 10M | S&P BSE 500 TRI | NA |
| 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 | -10.85% | -16.08% | 64.91% | -26.93% | 1.13 | 21.22% | -0.95 | 0.94% | 0.07 | 56.14 % |
| Nifty 500 | -7.22% | -15.88% | -23.10% | 1.15 | -0.97% | -0.08 | 49.12 % | |||
| Nifty Midcap 100 | -6.45% | -15.71% | -22.16% | 0.90 | -7.51% | -0.64 | 40.35 % | |||
| Nifty Smallcap 100 | 4.65% | -15.45% | -10.80% | 0.70 | -2.68% | -0.20 | 43.86 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Disclaimer
#Returns as of 31st Jan 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 Dec 25.
