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) |
|---|---|---|---|
| 11.54% | 0.78 | 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 | 6.6% | 5.1% | 1.1% | 4.3% | 15.9% | 34.4% | 12.8% | 14.7% | |
| BSE 500 TRI | 4.6% | 2.1% | -1.1% | 4.2% | 12.3% | 25.5% | 11.4% | 13.9% |
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 | 10Y 5M | 39.9 | BSE 500 TRI | 14.7% | 27 | 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 | 1.18% | 12.44% | 67.57% | 13.62% | 0.57 | 13.26% | 2.18 | 11.23% | 0.77 | 51.35 % |
| Nifty 500 | 0.62% | 10.92% | 11.54% | 0.78 | 10.26% | 0.78 | 54.05 % | |||
| Nifty Midcap 100 | -6.35% | 13.53% | 7.18% | 0.79 | 8.18% | 0.66 | 48.65 % | |||
| Nifty Smallcap 100 | 1.14% | 2.73% | 3.87% | 0.52 | 9.69% | 0.59 | 45.95 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Sirca Paints India Ltd. | 6.74 |
| Polycab India Ltd. | 6.25 |
| Kei Industries Ltd. | 5.99 |
| Apollo Pipes Ltd. | 5.38 |
| Apl Apollo Tubes Ltd. | 4.94 |
| Top 5 Equity Holdings | 29.30 |
Sector Allocation
| Holding | % |
|---|---|
| Manufacturing | 17.62 |
| Financial Services | 16.90 |
| Consumer Goods | 15.49 |
| Others | 10.16 |
| Chemicals | 5.99 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 38.2 |
| Mid Cap | 25.2 |
| Small Cap | 31.2 |
| Cash | 5.5 |
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 30 Apr 2023. 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.
