Right Horizons Super Value PMS


Key Portfolio Attributes

Inception Date: 01st April, 2019

Portfolio Manager’s Name: Prabhat Ranjan, CFA and Vijay Chauhan

Portfolio Manager’s Experience: 25+ years

Prabhat Ranjan, CFA – An Investment Management Professional with over Seven years of experience in equity and investment research

Vijay Chauhan, Co-Fund Manager - An Investment management professional with more than six years of experience in equity research and primarily focuses on the Mid & Small cap space.

Portfolio Manager’s Qualification:

Prabhat Ranjan, CFA - CFA charter holder from CFA Institute, USA

Vijay Chauhan, Co-Fund Manager - B.Tech from IIT and MBA from IIM

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
Right Horizons Super Value9.63%4.66%15.63%48.47%23.49%30.54%27.78%19.94%18.05%
BSE 500 TRI3.44%6.05%25.01%38.63%20.17%20.44%18.19%16.26%15.41%

QRC Report Card *




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 5.80
Mid Cap 18.86
Small Cap 72.25
Cash 3.09

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 30 Apr 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.


Do Not Simply Invest, Make Informed Decisions

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