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Right Horizons
PMS Large Cap
Benchmark
Nifty 50 TRI
Inception Date
15 November 2012
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

This portfolio aims for capital appreciation over a medium to long-term horizon, mirroring benchmark sector allocations within large-cap growth equities. The core strategy is to consistently outperform the benchmark.

Investment Objective

This fund prioritizes investments in large-capitalization companies, seeking to achieve enhanced risk-adjusted returns. Its strategy involves a core portfolio comprising established market leaders, complemented by a satellite portfolio of rapidly growing, emerging companies.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -3.72% -0.28% -3.44%
3 MONTHS 2.68% 6.33% -3.65%
6 MONTHS -3.39% 2.92% -6.31%
1 YEAR -0.68% 11.88% -12.56%
2 YEAR 8.74% 10.97% -2.23%
3 YEAR 15.52% 14.31% 1.21%
5 YEAR 15.07% 14.67% 0.40%
SINCE INCEPTION 11.13% 13.76% -2.63%

Calendar Year Performance

Year Return
CY 2025 -0.68%
CY 2024 19.08%
CY 2023 30.55%
CY 2022 -4.10%
CY 2021 39.50%
CY 2020 18.56%
CY 2019 7.88%
CY 2018 -12.24%
CY 2017 29.37%
CY 2016 9.23%
CY 2015 -3.07%
CY 2014 30.82%
CY 2013 7.37%
CY 2012 2.34%

Financial Year Performance

Year Return
FY 26_YTD 11.53%
FY 25 2.28%
FY 24 43.48%
FY 23 -6.44%
FY 22 24.85%
FY 21 70.76%
FY 20 -22.80%
FY 19 -4.64%
FY 18 10.33%
FY 17 27.26%
FY 16 -9.33%
FY 15 27.42%
FY 14 23.37%
FY 13 -6.19%

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
63.87%
Mid Cap
30.43%
Small Cap
2.12%
Cash & Equivalent
3.21%

Top 5 Holdings

  • Polycab India Limited 7.09%
  • InterGlobe Aviation Limited 7.09%
  • Reliance Industries Ltd 6.58%
  • Max Healthcare Institute Limited 6.38%
  • ICICI Bank Ltd. 5.80%

Top 5 Sectors

  • Financial Services 28.42%
  • Information Technology 11.33%
  • Capital Goods 10.88%
  • Services 9.34%
  • Oil, Gas & Consumable Fuels 6.58%

Portfolio Characteristics

total number of stocks
26
top 5 stocks percent
32.94%
top 5 sectors percent
66.55%
average market cap
472043.36
portfolio age
13 Yrs, 1 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.25%

Hurdle: 10%

Profit Sharing: 15%

Exit Load

Year 1: 2%

Year 2: 1%

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)