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 | 4.93% | 18.83% | 34.77% | 22.59% | 11.21% | - | - | - | 16.32% |
| BSE 500 | -0.61% | 7.73% | 17.34% | 11.34% | 9.15% | - | - | - | 14.95% |
Portfolio Holdings
| Holding | % |
|---|---|
| Info Edge (India) Ltd. | 7.20 |
| L&T Infotech | 6.40 |
| Asian Paints Ltd. | 6.40 |
| Astral | 6.30 |
| MOST Shares N 100 ETF | 5.85 |
| Top 5 Equity Holdings | 32.15 |
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 | 35.00 |
| Mid Cap | 38.00 |
| Small Cap | 11.40 |
| Cash | 2.00 |
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 31 August 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
