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Alliance

Right Horizons
PMS Multi Asset
Benchmark
NSE Multi Asset Index 2
Inception Date
21 July 2014
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

This offering is designed to assist investors in reaching their financial objectives, such as retirement planning. It employs a lifecycle strategy that incorporates a range of risk profiles to cater to diverse investor needs. Additionally, the solution offers the flexibility of scheduled income distributions.

Investment Objective

The investment objective is to generate sustained wealth creation through a diversified portfolio that strategically allocates capital across various asset classes to capitalize on prevailing market trends.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.88% -0.04% -0.84%
3 MONTHS 2.23% 3.31% -1.08%
6 MONTHS -0.13% 3.28% -3.41%
1 YEAR 4.01% 9.52% -5.51%
2 YEAR 10.54% 11.18% -0.64%
3 YEAR 13.70% 12.87% 0.83%
5 YEAR 12.14% 12.36% -0.22%
SINCE INCEPTION 9.17% 11.07% -1.90%

Calendar Year Performance

Year Return
CY 2025 4.01%

Financial Year Performance

Year Return

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Anil Rego

Fund Manager

Right Horizons, a comprehensive investment advisory and wealth management firm, was founded by Anil Rego, who serves as its Chief Executive Officer. Holding an MBA and CFA designation, Mr. Rego champions a Contrarian investment philosophy. His proficiency encompasses managing corpus funds, tax optimization strategies, and holistic financial planning for both resident Indian and Non-Resident Indian (NRI) clients. Prior to establishing Right Horizons in October 2003, Mr. Rego held a position at Wipro, where he was responsible for Business Planning and Merger & Acquisition activities. The firm maintains a presence in Bangalore, Mumbai, Chennai, and Hyderabad. Mr. Rego is a recognized contributor to prominent Indian newspapers and frequently addresses investor inquiries in national publications and online platforms. He has also shared his expertise as a guest lecturer at various business institutions, including ICFAI, ITM, and the Union Bank School of Management. Additionally, Mr. Rego has contributed his experience as a member of the Board of Governors at IBSAF.

Portfolio Details

Portfolio Composition

Large Cap
47.49%
Mid Cap
12.19%
Small Cap
4.20%
Cash & Equivalent
0.79%

Top 5 Holdings

  • Bharat Electronics Ltd. 6.54%
  • J.B. Chemicals & Pharmaceuticals Ltd 4.20%
  • ICICI Bank Ltd. 4.15%
  • Dixon Technologies (India) Limited 3.84%
  • Trent Ltd [Lakme Ltd] 3.71%

Top 5 Sectors

  • Financial Services 18.41%
  • Consumer Services 8.72%
  • Oil, Gas & Consumable Fuels 6.54%
  • Capital Goods 6.54%
  • Healthcare 4.20%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
22.44%
top 5 sectors percent
44.41%
average market cap
N/A
portfolio age
11 Yrs, 5 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 1.75%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: No Option

Exit Load

Year 1: 1%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)