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 | -3.73% | 6.55% | 21.18% | 41.53% | 33.46% | 24.15% | 28.91% | 17.39% | 17.97% |
| BSE 500 TRI | -6.45% | -3.58% | 8.71% | 35.90% | 22.05% | 15.68% | 19.84% | 14.35% | 15.52% |
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 11M | BSE 500 TRI | 17.97% | 0-28 | 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 | 19.81% | -6.19% | 67.57% | 13.62% | 0.57 | 13.26% | 2.18 | 11.23% | 0.77 | 51.35 % |
| Nifty 500 | 11.89% | -0.35% | 11.54% | 0.78 | 10.26% | 0.78 | 54.05 % | |||
| Nifty Midcap 100 | -4.15% | 11.33% | 7.18% | 0.79 | 8.18% | 0.66 | 48.65 % | |||
| Nifty Smallcap 100 | -11.72% | 15.59% | 3.87% | 0.52 | 9.69% | 0.59 | 45.95 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Kei Industries Ltd. | 5.92 |
| Trent Ltd. | 5.72 |
| Nuvama Wealth Manage Ltd | 5.49 |
| Aditya Vision Ltd. | 4.71 |
| Kpi Green Energy Limited | 4.59 |
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 | 7.67 |
| Mid Cap | 15.11 |
| Small Cap | 76.42 |
| Cash | 0.80 |
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 2024. 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.
