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) |
|---|---|---|---|
| -4.10% | 0.95 | 20.76% | 63.98% |
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 | -12.35% | -18.31% | -13.58% | -9.78% | 0.57% | 12.62% | 12.94% | 13.35% | 13.59% |
| S&P BSE 500 TRI | -11.37% | -13.94% | -9.62% | -3.12% | 1.32% | 12.88% | 11.75% | 13.56% | 12.99% |
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 5M | - | S&P BSE 500 TRI | 13.59% | 25 | 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 | 0.96% | -5.55% | 63.98% | -4.59% | 1.16 | 20.76% | -0.64 | 3.07% | 0.24 | 48.45 % |
| Nifty 500 | -0.29% | -5.54% | -5.83% | 1.16 | 1.87% | 0.18 | 49.69 % | |||
| Nifty Midcap 100 | -7.95% | -5.54% | -13.49% | 1.13 | -1.59% | -0.17 | 48.45 % | |||
| Nifty Smallcap 100 | 1.45% | -5.55% | -4.10% | 0.95 | 2.28% | 0.18 | 49.07 % | |||
| BSE 500 | 0.07% | -5.55% | -5.48% | 1.17 | 2.03% | 0.19 | 49.69 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| V2 Retail Ltd | 10.60 |
| Nuvama Wealth Management Ltd | 8.61 |
| Sky Gold And Diamonds Ltd | 8.57 |
| KEI Industries Ltd | 6.74 |
| 360 ONE WAM Ltd | 6.55 |
| V2 Retail Ltd | 10.60 |
| Nuvama Wealth Management Ltd | 8.61 |
| Sky Gold And Diamonds Ltd | 8.57 |
| KEI Industries Ltd | 6.74 |
| 360 ONE WAM Ltd | 6.55 |
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 | 16.05 |
| Mid Cap | 23.66 |
| Small Cap | 59.86 |
| Cash | 0.43 |
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 31st March 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 Mar 26.
