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

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

It falls under the Mid 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 0.66%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Right Horizons Super Value PMS Strategy or Investment Approach - PMS Details

Strategy Name

Super Value

Start Date

30 November 2012

Category

Mid Cap

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Prabhat Ranjan

1 Yr. Return

0.66%

3 Yr. Return

15.13%

5 Yr. Return

28.36%

Right Horizons Super Value Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

26

Top 5 Stocks%

37.72%

Top 5 Sectors%

73.18%

Portfolio Age

12 Yrs, 5 Months

SIP

Available

STP

Available

Average Market Cap

Not Disclosed

Right Horizons Super Value 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 Super Value PMS Investment Approach - Portfolio Composition

Large Cap

8.81%

Mid Cap

21.99%

Small Cap

61.96%

Cash & Equivalent

0.51%

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Right Horizons Super Value Portfolio Strategy - Top 5 Sectors

Financial Services

17.08%

Healthcare

10.62%

Consumer Services

21.28%

Capital Goods

9.21%

Consumer Discretionary

14.99%

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