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

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

It falls under the Large Cap investment category, offering diversified exposure. As of now, the strategy has a total AUM of an Rs.38.62 Cr.

Over the last 1 year, it delivered a strong return of -4.69%, outperforming many peers. Its performance is benchmarked against the Nifty 50 TRI, ensuring broad market comparison.

Right Horizons India Business Leader PMS Strategy or Investment Approach - PMS Details

Strategy Name

India Business Leader

Start Date

15 November 2012

Category

Large Cap

Benchmark

Nifty 50 TRI

AUM (Rs.)

Rs.38.62 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Anil Rego

1 Yr. Return

-4.69%

3 Yr. Return

11.57%

5 Yr. Return

10.11%

Right Horizons India Business Leader Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

27

Top 5 Stocks%

34.57%

Top 5 Sectors%

65.15%

Portfolio Age

13 Yrs, 7 Months

SIP

Available

STP

Available

Average Market Cap

395766.15

Right Horizons India Business Leader 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 India Business Leader PMS Investment Approach - Portfolio Composition

Large Cap

69.18%

Mid Cap

26.39%

Small Cap

1.98%

Cash & Equivalent

2.45%

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Right Horizons India Business Leader Portfolio Strategy - Top 5 Sectors

Financial Services

26.83%

Services

10.40%

Healthcare

6.21%

Information Technology

7.27%

Capital Goods

14.44%

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