Expert-managed portfolios tailored to your financial goals.
The fund follows a multi-cap investment strategy, selecting stocks based on strong fundamentals, growth potential, and attractive valuations. Allocation across market caps is actively managed to optimize risk-adjusted returns while balancing stability fro
Anil Rego is the founder of Right Horizons, a Wealth Advisory and Investment Management company. His passion for investi... Anil Rego is the founder of Right Horizons, a Wealth Advisory and Investment Management company. His passion for investing began in school, and he pursued CFA/MBA from ICFAI Business School, India. He started his career at Wipro Technologies in business planning and mergers & acquisitions, completing a 6+ year tenure. Driven by an entrepreneurial spirit, he “retired” early from corporate life by age 30 through disciplined investing and strategic planning. Recognizing the lack of structured financial planning in India, Anil established Right Horizons to help clients achieve their financial goals and dreams with personalized, disciplined, and goal-oriented investment solutions Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -0.92% | 0.96% | -1.88% |
| 3 Months | 9.69% | 6.57% | 3.12% |
| 6 Months | 4.22% | 5.62% | -1.4% |
| 1 Year | -10.38% | 6.27% | -16.65% |
| 2 Year | 12.38% | 16.17% | -3.79% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 26.41% | 19.59% | 6.82% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -14.48% | -13.15% | 4.71% | -1.66% | 9.57% | 2.61% | -2.42% | -5.07% | 1.13% | 9.47% | -0.92% | -- |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -- |
| Alpha | -11.05% | -5.41% | -2.61% | -4.84% | 6.03% | -1.07% | 0.29% | -3.32% | -0.11% | 5.2% | -1.88% | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 9.44% | -1.97% | 11.6% | 5.93% | 8.51% | 3.18% | -3.17% | 5.84% | 2.58% |
| Benchmark | -- | -- | -- | 3.44% | 0.84% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 6% | -2.8% | 4.55% | 1.48% | 7.55% | 1.09% | 3.28% | 5.78% | 4.08% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 97.7 | 72.3 | 76.7 | 75.6 | 82.7 | 84.3 | 82.3 | 78.4 | 79.6 | 87.3 | 86.5 | -- |
| 2024 | -- | -- | -- | 58.6 | 57.4 | 64 | 67.9 | 73.7 | 73.8 | 71.3 | 91.6 | 108.6 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
