Identify major wealth creation trends, monopolistic & fast-growing capital efficient franchises with reinvestment runways run by able & minority friendly management.
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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 | 11.18% | 9.72% | 9.60% | 40.89% | 38.92% | 19.59% | - | - | 20.85% |
BSE 500 | 7.05% | 11.66% | 16.68% | 38.28% | 30.88% | 19.93% | - | - | 21.94% |
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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Disclaimer
#Returns as of 30 June 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.