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) |
|---|---|---|---|
| 3.47% | 1.10 | 22.90% | 62.9% |
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 Perennial | 4.39% | 9.40% | 19.51% | 10.05% | -1.13% | 11.91% | 11.79% | - | 14.01% |
| S&P BSE 500 TRI | -0.09% | 3.86% | 1.43% | 4.72% | -0.11% | 12.09% | 10.91% | - | 13.36% |
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 | 5Y 6M | 32.37 | S&P BSE 500 TRI | 14.01% | 30 | 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 | 6.94% | 0.76% | 62.9% | 7.70% | 1.13 | 22.90% | -0.04 | 3.10% | 0.21 | 56.45 % |
| Nifty 500 | 3.35% | 0.12% | 3.47% | 1.10 | 0.26% | 0.02 | 50.00 % | |||
| Nifty Midcap 100 | -4.07% | -0.59% | -4.66% | 0.94 | -7.31% | -0.62 | 40.32 % | |||
| Nifty Smallcap 100 | 2.35% | -0.94% | 1.41% | 0.74 | -2.99% | -0.23 | 43.55 % | |||
| BSE 500 | 3.81% | 0.13% | 3.94% | 1.11 | 0.67% | 0.05 | 50.00 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | |
| Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st Aug 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 May 26.
