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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

Benchmark aligned sectoral exposure in large cap growth companies, Portfolios seeks to generate capital appreciation over relatively “Medium to Long” term period. The idea of portfolio is to stay above benchmark at all times.

Investment Objective

Large cap focussed fund, aiming to deliver superior risk adjusted return using Core Portfolio of Business Leaders and Satellite Portfolio of emerging leaders.

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

Anil Rego is the CEO and founder of Right Horizons, an end-to-end Investment advisory and wealth management firm. An MBA and CFA degree holder, Anil believes in the Contrarian approach of wealth management. His areas of expertise includes Corpus fund management, tax planning and end to end financial planning for both residents and NRI investors .Anil has worked for Wipro as Business Planning and Merger and Acquisition Manager before starting Right Horizons in October 2003. RightHorizons has branches across Bangalore, Mumbai, Chennai and Hyderabad.Anil has been a columnist in leading Indian newspapers. He also routinely answers queries in mainline publications and websites. He is also a Guest Lecturer with various business schools like ICFAI, ITM and Union Bank School of management. Anil has also served as member, 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%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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

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