A diversified equity portfolio that endeavours to achieve long term capital appreciation and generate returns by investing in Mid & Small cap companies enjoying some economic moat or undergoing special situations or in the midst of unfavourable business cycle. In other words, it is a mid & small cap focussed portfolio aiming to generate superior risk adjusted return by investing primarily in value and growth-oriented quality companies from under institutionalized space.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
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 Super Value | Mid Cap | Mr. Prabhat Ranjan & Mr. Vijay Chauhan | 30 November 2012 | 13Y 2M | S&P BSE 500 TRI | 5 |
| 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 | -13.19% | -7.03% | 64.56% | -20.22% | 1.32 | 22.14% | -0.60 | 3.57% | 0.28 | 48.73 % |
| Nifty 500 | -9.37% | -7.03% | -16.40% | 1.34 | 2.37% | 0.23 | 50.00 % | |||
| Nifty Midcap 100 | -8.42% | -7.03% | -15.45% | 1.09 | -0.92% | -0.10 | 48.73 % | |||
| Nifty Smallcap 100 | 2.94% | -7.03% | -4.09% | 0.89 | 2.78% | 0.22 | 49.37 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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 31 Dec 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 25.
