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Right Horizons - Flexi Cap
Right Horizons - Flexi Cap

Right Horizons - Flexi Cap

  • Right Horizons
  • Multi Cap AND Flexi Cap
  • 67
    Out of 118*
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Portfolio age13 years
6.52%
4.27%
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 31/10/2025)
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 (1.87%)
Allocation by Market Cap
Small Cap (36.54%)
Mid Cap (25.92%)
Large Cap (35.67%)
Sector Holdings
  • Financial Services30.7%
  • Consumer Durables14.13%
  • Capital Goods11.69%
  • Consumer Services8.14%
  • Healthcare7.94%
Stock Holdings
  • 360 One Wam Limited6.64%
  • Nuvama Wealth Management Limited6.34%
  • IIFL Capital Services Limited5.79%
  • Kei Industries Ltd.5.65%
  • ICICI Bank Ltd.5.47%

bt_logoPORTFOLIO MANAGERS

Anil Rego
  • Manager Rank141 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed5
  • Total AUMUndisclosed
  • Highest Return In 1 Yr8.26%
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
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Compare
Right Horizons - Super Value
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
1 Out of 21
Fixed Fee
2.50%
Scheme Return
8.63%
Benchmark Return
4.27%
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
14 Out of 251
Fixed Fee
2.50%
Scheme Return
6.52%
Benchmark Return
4.27%
Right Horizons - India Business Leader
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
11 Out of 28
Fixed Fee
2.50%
Scheme Return
4.66%
Benchmark Return
4.62%
Right Horizons - All Seasons
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
4 Out of 25
Fixed Fee
2.50%
Scheme Return
4.14%
Benchmark Return
2.58%
Alliance Aggressive
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
15 Out of 25
Fixed Fee
1.75%
Scheme Return
2.63%
Benchmark Return
2.58%
*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 Oct, 2025)
Inception Date
Nov 29, 2012
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
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 diversified equity portfolio that endeavors to achieve long term capital appreciation and generate returns by investing across market cap

Investment Approach

Benchmark agnostic sectoral exposure in companies across market caps. Portfolio seeks to generate capital appreciation over relatively “Medium to Long” term period. The idea of portfolio is to stay above benchmark at all times. Portfolio composition is unconstrained with respect to the Benchmark and can move across market caps as per RH's proprietary asset allocation model. Typical Portfolio holding would not have more than 15-25 stocks keeping Nifty as Index Benchmark

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bt_logoPEER ANALYSIS

  • table
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Compare
Right Horizons - Flexi Cap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
14 Out of 251
Fixed Fee
2.50%
Scheme Return
6.52%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*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 1477.47 crores. Its current offering of PMS schemes includes 1 Small Cap, 2 Mid Cap, 2 Multi Cap And Flexi Cap, 3 Large Cap and 2 Multi Asset schemes.

AUM (₹ cr)

1,477.47 (As on Oct, 2025)

Number of Schemes

10
Schemes From This AMC
  • table
  • Grid
Compare
Right Horizons - Super Value Aggressive
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
2 Out of 28
Fixed Fee
No Option
Scheme Return
9.47%
Benchmark Return
4.27%
Right Horizons - Super Value
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
1 Out of 21
Fixed Fee
2.50%
Scheme Return
8.63%
Benchmark Return
4.27%
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
14 Out of 251
Fixed Fee
2.50%
Scheme Return
6.52%
Benchmark Return
4.27%
Alphabots Midcap 29
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
5 Out of 21
Fixed Fee
2.50%
Scheme Return
5.27%
Benchmark Return
4.27%
Right Horizons - India Business Leader
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
11 Out of 28
Fixed Fee
2.50%
Scheme Return
4.66%
Benchmark Return
4.62%
Alphabots India 100
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
12 Out of 28
Fixed Fee
2.50%
Scheme Return
4.63%
Benchmark Return
4.62%
Right Horizons - All Seasons
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
4 Out of 25
Fixed Fee
2.50%
Scheme Return
4.14%
Benchmark Return
2.58%
Alphabots India Largecap 30
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
18 Out of 28
Fixed Fee
2.50%
Scheme Return
3.94%
Benchmark Return
4.62%
Right Horizons - Perennial
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
145 Out of 251
Fixed Fee
2.50%
Scheme Return
3.43%
Benchmark Return
4.27%
Alliance Aggressive
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
15 Out of 25
Fixed Fee
1.75%
Scheme Return
2.63%
Benchmark Return
2.58%
*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 - Flexi Cap?
The hurdle rate of Right Horizons - Flexi Cap is 10.00%.
What is the fixed fee charged in Right Horizons - Flexi Cap ?
The fixed fee charged in Right Horizons - Flexi Cap is 2.50%.
What is the variable fee charged in Right Horizons - Flexi Cap ?
The variable fee charged in Right Horizons - Flexi Cap is 1.25%.
What is the profit sharing in Right Horizons - Flexi Cap ?
The profit sharing in Right Horizons - Flexi Cap is 15% Profit sharing above 10% Hurdle.
What is the minimum investment in Right Horizons - Flexi Cap ?
The minimum investment in Right Horizons - Flexi Cap is ₹50 Lacs
What type of scheme is Right Horizons - Flexi Cap?
Right Horizons - Flexi Cap is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Right Horizons - Flexi Cap?
The inception date of Right Horizons - Flexi Cap is Nov 29, 2012.
What is the exit load of Right Horizons - Flexi Cap?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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