Identify major wealth creation trends, monopolistic & fast-growing capital efficient franchises with reinvestment runways run by able & minority friendly management.
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 Perennial Fund | 0.56% | 5.56% | 20.25% | 31.80% | 40.89% | 20.18% | - | - | 23.73% |
BSE 500 | -1.50% | -7.79% | -0.74% | 15.81% | 21.03% | 15.35% | - | 18.52% |
Portfolio Holdings
Holding | % |
---|
Sector Allocation
Holding | % |
---|
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 14.88 |
Mid Cap | 0.00 |
Small Cap | 47.68 |
Cash | 3.88 |
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#Returns as of 31 Dec 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.