Right Horizons PMS Logo

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

The Right Horizons Perennial 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 an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of -0.05%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Right Horizons Perennial PMS Strategy or Investment Approach - PMS Details

Strategy Name

Perennial

Start Date

01 April 2021

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr Satwik Jain

1 Yr. Return

-0.05%

3 Yr. Return

16.60%

5 Yr. Return

NA

Right Horizons Perennial Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

26

Top 5 Stocks%

30.06%

Top 5 Sectors%

56.53%

Portfolio Age

4 Yrs, 0 Months

SIP

Available

STP

Available

Average Market Cap

Not Disclosed

Right Horizons Perennial 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 Perennial PMS Investment Approach - Portfolio Composition

Large Cap

14.70%

Mid Cap

0.00%

Small Cap

47.23%

Cash & Equivalent

2.15%

Check out Business Opportunities with Similar Brands

Right Horizons Perennial Portfolio Strategy - Top 5 Sectors

Consumer Services

19.48%

Fast Moving Consumer Goods

10.47%10.47%10.47%

Oil, Gas & Consumable Fuels

4.92%

Consumer Durables

17.99%

Media, Entertainment & Publication

3.67%

Customer ratings and reviews of Right Horizons Perennial PMS Strategy

Double your Investment in 3 YearsInvest in PMS