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Right Horizons Flexi Cap PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Right Horizons Flexi Cap PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.337.40 Cr.

Over the last 1 year, it delivered a strong return of -3.48%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500 TRI, ensuring broad market comparison.

Right Horizons Flexi Cap PMS Strategy or Investment Approach - PMS Details

Strategy Name

Flexi Cap

Start Date

29 November 2012

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500 TRI

AUM (Rs.)

Rs.337.40 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Anil Rego

1 Yr. Return

-3.48%

3 Yr. Return

9.14%

5 Yr. Return

10.49%

Right Horizons Flexi Cap Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

28

Top 5 Stocks%

31.13%

Top 5 Sectors%

69.47%

Portfolio Age

13 Yrs, 7 Months

SIP

Available

STP

Available

Average Market Cap

205505.87

Right Horizons Flexi Cap PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.25% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%

Right Horizons Flexi Cap PMS Investment Approach - Portfolio Composition

Large Cap

33.53%

Mid Cap

32.59%

Small Cap

32.41%

Cash & Equivalent

1.47%

Check out Business Opportunities with Similar Brands

Right Horizons Flexi Cap Portfolio Strategy - Top 5 Sectors

Financial Services

30.59%

Services

6.30%

Consumer Durables

12.03%

Capital Goods

14.13%

Healthcare

6.42%

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