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Right Horizons - All Seasons
Right Horizons - All Seasons

Right Horizons - All Seasons

  • Right Horizons
  • MULTI ASSET
  • 3
    Out of 6*
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PMS Bazaar
Portfolio age5 years, 5 months
6.77%
3.95%
Hurdle Rate**10.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/03/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (3.88%)
Allocation by Market Cap
Small Cap (0%)
Mid Cap (0%)
Large Cap (0%)
Sector Holdings
Undisclosed
Stock Holdings
  • Axis Small Cap Fund - Direct - Growth14.76%
  • Axis Small Cap Fund14.76%
  • Mirae Asset Large Cap Fund - Direct - Growth9.49%
  • Mirae Asset Large Cap Fund9.49%
  • Kotak Emerging Equity Fund-Direct-Gr9.07%

bt_logoPORTFOLIO MANAGERS

Anil Rego
  • Manager Rank6 Out of 10
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr12.1%
Profile

Anil Rego is the CEO and founder of Right Horizons, an end-to-end Investment advisory and wealth management firm. An MBA and CFA degree holder, Anil believes in the Contrarian approach of wealth management. His areas of expertise includes Corpus fund management, tax planning and end to end financial planning for both residents and NRI investors .Anil has worked for Wipro as Business Planning and Merger and Acquisition Manager before starting Right Horizons in October 2003. RightHorizons has branches across Bangalore, Mumbai, Chennai and Hyderabad.Anil has been a columnist in leading Indian newspapers. He also routinely answers queries in mainline publications and websites. He is also a Guest Lecturer with various business schools like ICFAI, ITM and Union Bank School of management. Anil has also served as member, Board of Governors, at IBSAF.

Other Schemes
  • table
  • Grid
Compare
Right Horizons - India Business Leader
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
6 Out of 25
Fixed Fee
2.50%
Scheme Return
7.91%
Benchmark Return
4.71%
Right Horizons - All Seasons
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category
MULTI ASSET
Category Rank
5 Out of 20
Fixed Fee
2.50%
Scheme Return
6.77%
Benchmark Return
3.95%
Right Horizons - Flexi Cap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
141 Out of 234
Fixed Fee
2.50%
Scheme Return
6.22%
Benchmark Return
5.96%
Right Horizons - Super Value
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
12 Out of 22
Fixed Fee
2.50%
Scheme Return
5.45%
Benchmark Return
5.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Mar, 2025)
Inception Date
Nov 22, 2019
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.25%
Hurdle Rate
10.00%
Profit Sharing
15% Profit sharing above 10% hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

A Multi Asset fund of fund aiming to deliver superior risk adjusted return with diversification through MF schemes.

Investment Approach

Fund of Fund on PMS platform- Dynamically managed to suit the asset allocation as per market condition.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Right Horizons - All Seasons
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category Rank
5 Out of 20
Fixed Fee
2.50%
Scheme Return
6.77%
Benchmark Return
3.95%
Flexi
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.50% or Benchmark
Benchmark
NSE Multi Asset Index 1
Category Rank
1 Out of 20
Fixed Fee
2.50%
Scheme Return
12.23%
Benchmark Return
3.86%
UpperCrust Growth Fund
AUM (₹ Cr)
₹35.58 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 2
Category Rank
2 Out of 20
Fixed Fee
2.75%
Scheme Return
10.04%
Benchmark Return
3.86%
MULTI ASSET
AUM (₹ Cr)
₹36.17 Cr
Hurdle Rate
10%
Benchmark
NSE Multi Asset Index 2
Category Rank
3 Out of 20
Fixed Fee
2.50%
Scheme Return
7.18%
Benchmark Return
3.86%
Narnolia - Multi Asset Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 20
Fixed Fee
2.50%
Scheme Return
7.15%
Benchmark Return
6.31%
Multi Asset Dynamic Portfolio Alpha
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10% or 10%
Benchmark
NSE Multi Asset Index 1
Category Rank
6 Out of 20
Fixed Fee
2.50%
Scheme Return
6.73%
Benchmark Return
3.86%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Right Horizons
Right Horizons manages assets worth Rs 1395.39 crores. Its current offering of PMS schemes includes 1 Large Cap, 2 Multi Cap And Flexi Cap, 1 Multi Asset, 1 Mid Cap and 1 Small Cap schemes.

AUM (₹ cr)

1,395.39 (As on Mar, 2025)

Number of Schemes

6
Schemes From This AMC
  • table
  • Grid
Compare
Right Horizons - India Business Leader
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
6 Out of 25
Fixed Fee
2.50%
Scheme Return
7.91%
Benchmark Return
4.71%
Right Horizons - Perennial
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
71 Out of 234
Fixed Fee
2.50%
Scheme Return
7.51%
Benchmark Return
5.96%
Right Horizons - All Seasons
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category
MULTI ASSET
Category Rank
5 Out of 20
Fixed Fee
2.50%
Scheme Return
6.77%
Benchmark Return
3.95%
Right Horizons - Flexi Cap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
141 Out of 234
Fixed Fee
2.50%
Scheme Return
6.22%
Benchmark Return
5.96%
Right Horizons - Super Value
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
12 Out of 22
Fixed Fee
2.50%
Scheme Return
5.45%
Benchmark Return
5.96%
Right Horizons - Super Value Aggressive
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
16 Out of 25
Fixed Fee
No Option
Scheme Return
4.71%
Benchmark Return
5.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Right Horizons - All Seasons?
The hurdle rate of Right Horizons - All Seasons is 10.00%.
What is the fixed fee charged in Right Horizons - All Seasons ?
The fixed fee charged in Right Horizons - All Seasons is 2.50%.
What is the variable fee charged in Right Horizons - All Seasons ?
The variable fee charged in Right Horizons - All Seasons is 1.25%.
What is the profit sharing in Right Horizons - All Seasons ?
The profit sharing in Right Horizons - All Seasons is 15% Profit sharing above 10% hurdle.
What is the minimum investment in Right Horizons - All Seasons ?
The minimum investment in Right Horizons - All Seasons is ₹50 Lacs
What type of scheme is Right Horizons - All Seasons?
Right Horizons - All Seasons is an Multiasset scheme. It falls in the MULTI ASSET category.
What is the inception date of Right Horizons - All Seasons?
The inception date of Right Horizons - All Seasons is Nov 22, 2019.
What is the exit load of Right Horizons - All Seasons?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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