Right Horizons Super Value PMS


Key Portfolio Attributes

Inception Date: 01st April, 2019

Portfolio Manager’s Name: Mr. Anil Rego

Portfolio Manager’s Experience: 25+ years

Portfolio Manager’s Qualification: CFA/MBA program by the ICFAI Business School, India.

Investment Objective

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.

Portfolio Strategy

Benchmark agnostic sectoral exposure in mid cap companies. Portfolios seeks to generate capital appreciation over relatively “Medium to Long” term period. The idea of portfolio is to stay above benchmark at all times. Portfolio composition with typically 50% in medium cap names with active management of names and balance from across market caps. Typical Portfolio holding would not have more than 15-25 stocks keeping Nifty as Index Benchmark.
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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
Portfolio-6.7%-0.6%-6.0%19.4%50.7%25.4%14.9%-15.2%
Nifty Midcap 150-5.2%0.0%-5.4%9.3%44.9%18.1%12.6%-16.1%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
Apollo Pipes Ltd. 7.36
Indian Railway Catering & Tourism Corpn. Ltd. 6.66
Neogen Chemicals Ltd. 6.04
KEI Industries Ltd. 6.01
Dixon Technologies (India) Ltd. 5.80
Top 5 Equity Holdings 31.87

Sector Allocation


Holding %
Consumer Goods 0.00
Pharma 5.54
Chemicals 11.31
Others 12.00
Financial Services 16.79

Market Cap Allocation


Allocations %
Large Cap 26.3
Mid Cap 30.4
Small Cap 36.1
Cash 7.2


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 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Mar 22.




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