Identify major wealth creation trends, monopolistic & fast-growing capital efficient franchises with reinvestment runways run by able & minority friendly management.
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 Fund | -2.56% | -0.10% | 15.68% | 55.19% | 20.49% | 19.17% | - | - | 19.04% |
| BSE 500 | 0.86% | 4.49% | 17.40% | 40.16% | 17.82% | 19.28% | 17.38% | 15.93% | 19.51% |
Portfolio Holdings
| Holding | % |
|---|---|
| Trent Ltd. | 13.51 |
| Varun Beverages Limited | 7.94 |
| Titan Company Ltd. | 7.17 |
| J B Chemicals Pharmaceuticals Ltd | 7.11 |
| Sonata Software Ltd. | 6.40 |
Sector Allocation
| Holding | % |
|---|---|
| Capital Goods | 3.62 |
| Financial Services | 8.99 |
| Technology | 16.30 |
| Healthcare | 22.65 |
| Consumer Goods | 39.61 |
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
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a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Mar 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
