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) |
---|---|---|---|
3.87% | 0.52 | 13.26% | 67.57% |
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 Super Value | -3.73% | 6.55% | 21.18% | 41.53% | 33.46% | 24.15% | 28.91% | 17.39% | 17.97% |
BSE 500 TRI | -6.45% | -3.58% | 8.71% | 35.90% | 22.05% | 15.68% | 19.84% | 14.35% | 15.52% |
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 & Small Cap | Mr. Anil Rego | 30 November 2012 | 12Y 0M | BSE 500 TRI | 17.97% | 0-28 | 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 | 14.47% | -0.85% | 67.57% | 13.62% | 0.57 | 13.26% | 2.18 | 11.23% | 0.77 | 51.35 % |
Nifty 500 | 8.39% | 3.15% | 11.54% | 0.78 | 10.26% | 0.78 | 54.05 % | |||
Nifty Midcap 100 | -2.53% | 9.71% | 7.18% | 0.79 | 8.18% | 0.66 | 48.65 % | |||
Nifty Smallcap 100 | -5.14% | 9.01% | 3.87% | 0.52 | 9.69% | 0.59 | 45.95 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
Kei Industries Ltd. | 5.92 |
Trent Ltd. | 5.72 |
Nuvama Wealth Manage Ltd | 5.49 |
Aditya Vision Ltd. | 4.71 |
Kpi Green Energy Limited | 4.59 |
Sector Allocation
Holding | % |
---|---|
Healthcare | 6.10 |
Consumer Services | 12.77 |
Financial Services | 14.84 |
Consumer Durables | 15.91 |
Capital Goods | 30.17 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 7.67 |
Mid Cap | 15.11 |
Small Cap | 76.42 |
Cash | 0.80 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book a call with our PMS AIF SpecialistsDisclaimer
#Returns as of 31 Oct 2024. 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.