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 | 1.29% | 8.30% | 19.35% | 60.84% | 23.14% | - | - | - | 20.71% |
BSE 500 | 1.66% | 11.93% | 18.86% | 39.47% | 19.78% | - | - | - | 19.78% |
Portfolio Holdings
Holding | % |
---|---|
Trent Ltd. | 8.27 |
J B Chemicals Pharmaceuticals Ltd | 6.76 |
Titan Company Ltd. | 6.75 |
Safari Ind (India) Ltd | 6.52 |
Kei Industries Ltd. | 6.28 |
Top 5 Equity Holdings | 34.58 |
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 |
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#Returns as of 29 Feb 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.