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 | -1.53% | 1.74% | 21.76% | 23.57% | 25.23% | 41.44% | 25.87% | 20.02% | 17.38% |
| BSE 500 TRI | -2.86% | -1.42% | 10.89% | 9.63% | 6.74% | 22.01% | 15.34% | 14.72% | 13.82% |
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 | 11Y 0M | 123.89 | BSE 500 TRI | 17.38% | 26 | 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 | 10.71% | 2.91% | 67.57% | 13.62% | 0.57 | 13.26% | 2.18 | 11.23% | 0.77 | 51.35 % |
| Nifty 500 | 8.40% | 3.14% | 11.54% | 0.78 | 10.26% | 0.78 | 54.05 % | |||
| Nifty Midcap 100 | -4.84% | 12.02% | 7.18% | 0.79 | 8.18% | 0.66 | 48.65 % | |||
| Nifty Smallcap 100 | -7.63% | 11.5% | 3.87% | 0.52 | 9.69% | 0.59 | 45.95 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Polycab India Ltd. | 6.73 |
| Kei Industries Ltd. | 6.48 |
| Sirca Paints India Ltd. | 5.91 |
| Apollo Pipes Ltd. | 5.31 |
| Ugro Cap | 5.09 |
| Top 5 Equity Holdings | 29.52 |
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 | 8.27 |
| Mid Cap | 20.86 |
| Small Cap | 70.14 |
| Cash | 0.73 |
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 Oct 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.
