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) |
|---|---|---|---|
| 4.21% | 1.01 | 26.60% | 64.42% |
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 | 4.29% | 31.04% | 7.12% | 5.89% | 5.56% | 15.44% | 17.07% | 16.01% | 15.60% |
| S&P BSE 500 TRI | 1.73% | 12.10% | -3.53% | -1.96% | 1.52% | 12.53% | 12.21% | 13.92% | 14.05% |
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 Cap | Mr. Prabhat Ranjan & Mr. Vijay Chauhan | 30 November 2012 | 13Y 8M | 197.91 | S&P BSE 500 TRI | 15.60% | 28 | 10 |
| 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 | 25.53% | -15.03% | 64.42% | 10.50% | 1.50 | 26.60% | 0.07 | 4.53% | 0.35 | 49.08 % |
| Nifty 500 | 21.34% | -15.06% | 6.28% | 1.45 | 2.96% | 0.27 | 50.31 % | |||
| Nifty Midcap 100 | 13.22% | -15.07% | -1.85% | 1.29 | -0.83% | -0.09 | 49.08 % | |||
| Nifty Smallcap 100 | 19.33% | -15.12% | 4.21% | 1.01 | 2.72% | 0.22 | 49.08 % | |||
| BSE 500 | 21.80% | -15.05% | 6.75% | 1.46 | 3.14% | 0.29 | 50.31 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Sector Allocation
| Holding | % |
|---|---|
| Financial Services | 30.05 |
| Consumer Durables | 15.32 |
| Consumer Services | 14.82 |
| Healthcare | 13.49 |
| Capital Goods | 7.32 |
| Financial Services | 29.89 |
| Consumer Durables | 16.73 |
| Consumer Services | 12.44 |
| Healthcare | 11.88 |
| Capital Goods | 11.49 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 15.00 |
| Mid Cap | 24.00 |
| Small Cap | 56.00 |
| Cash | 5.00 |
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 30th Jun 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of May 26.
