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) |
|---|---|---|---|
| 7.18% | 0.79 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 6.6% | 9.4% | 8.7% | 17.1% | 45.3% | 31.5% | 15.8% | - | 15.9% |
| Nifty Midcap 150 | 6.0% | 11.8% | 11.7% | 10.6% | 36.6% | 27.6% | 13.8% | - | 17.0% |
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 | 01 April 2019 | 3Y 5M | - | Nifty Midcap 150 | 15.9% | 22 | 4 |
| 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 | 4.15% | 9.47% | 67.57% | 13.62% | 0.57 | 13.26% | 2.18 | 11.23% | 0.77 | 51.35 % |
| Nifty 500 | 3.21% | 8.33% | 11.54% | 0.78 | 10.26% | 0.78 | 54.05 % | |||
| Nifty Midcap 100 | -1.33% | 8.51% | 7.18% | 0.79 | 8.18% | 0.66 | 48.65 % | |||
| Nifty Smallcap 100 | 2.59% | 1.28% | 3.87% | 0.52 | 9.69% | 0.59 | 45.95 % | |||
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 | 32.1 |
| Mid Cap | 35.3 |
| Small Cap | 26.7 |
| Cash | 5.8 |
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 Aug 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.
