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

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

It falls under the Multi Asset investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 6.20%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Right Horizons All Seasons PMS Strategy or Investment Approach - PMS Details

Strategy Name

All Seasons

Start Date

22 November 2019

Category

Multi Asset

Benchmark

NSE Multi Asset Index 2

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Anil Rego

1 Yr. Return

6.20%

3 Yr. Return

12.73%

5 Yr. Return

18.08%

Right Horizons All Seasons Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

50.66%

Top 5 Sectors%

Not Disclosed

Portfolio Age

5 Yrs, 5 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Right Horizons All Seasons 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 All Seasons PMS Investment Approach - Portfolio Composition

Large Cap

0.00%

Mid Cap

0.00%

Small Cap

0.00%

Cash & Equivalent

2.36%

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Right Horizons All Seasons Portfolio Strategy - Top 5 Sectors

Banks

NA

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