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Right Horizons - Flexi Cap
Right Horizons - Flexi Cap

Right Horizons - Flexi Cap

  • Right Horizons
  • Multi Cap AND Flexi Cap
  • 105
    Out of 136*
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PMS Bazaar
Portfolio age13 years, 7 months
4.12%
-0.17%
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 31/05/2026)
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 (3.25%)
Allocation by Market Cap
Small Cap (32.2%)
Mid Cap (31.45%)
Large Cap (33.1%)
Sector Holdings
  • Financial Services28.27%
  • Capital Goods14.55%
  • Consumer Durables12.25%
  • Healthcare8.72%
  • Consumer Services6.19%
Stock Holdings
  • Kei Industries Ltd.7.49%
  • 360 One Wam Limited7.18%
  • Nuvama Wealth Management Limited6.17%
  • ICICI Bank Ltd.5.37%
  • IIFL Capital Services Ltd5.17%

bt_logoPORTFOLIO MANAGERS

Anil Rego
  • Manager Rank160 Out of 185
    i
    Rank is based on 3-year return
  • Schemes Managed5
  • Total AUM757.4300000000001
  • Highest Return In 1 Yr9.14%
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 - Super Value
AUM (₹ Cr)
₹187.26 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
2 Out of 23
Fixed Fee
2.50%
Scheme Return
6.92%
Benchmark Return
-0.17%
Right Horizons - Flexi Cap
AUM (₹ Cr)
₹337.40 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
50 Out of 285
Fixed Fee
2.50%
Scheme Return
4.12%
Benchmark Return
-0.17%
Right Horizons - All Seasons
AUM (₹ Cr)
₹41.07 Cr
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
21 Out of 44
Fixed Fee
2.50%
Scheme Return
1.14%
Benchmark Return
0.1%
Alliance Aggressive
AUM (₹ Cr)
₹153.08 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
26 Out of 44
Fixed Fee
1.75%
Scheme Return
0.96%
Benchmark Return
0.1%
Right Horizons - India Business Leader
AUM (₹ Cr)
₹38.62 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
14 Out of 30
Fixed Fee
2.50%
Scheme Return
0.24%
Benchmark Return
-1.72%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
337.40
(As on May, 2026)
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
  • Grid
Compare
Right Horizons - Flexi Cap
AUM (₹ Cr)
₹337.40 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
49 Out of 285
Fixed Fee
2.50%
Scheme Return
4.12%
Benchmark Return
-0.17%
Recovery Strategy
AUM (₹ Cr)
₹1.31 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 285
Fixed Fee
2.50%
Scheme Return
16.66%
Benchmark Return
-0.17%
Amaltas Keystone Fund
AUM (₹ Cr)
₹54.90 Cr
Hurdle Rate
10.00% or 12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 285
Fixed Fee
No Option
Scheme Return
14.11%
Benchmark Return
-0.17%
BB Money Plant
AUM (₹ Cr)
₹17.16 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 285
Fixed Fee
2.50%
Scheme Return
9.81%
Benchmark Return
-0.17%
Momentum 20 Pms Fund
AUM (₹ Cr)
₹6.20 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 285
Fixed Fee
2.00%
Scheme Return
8.75%
Benchmark Return
-0.17%
Sundaram Alternates - VOYAGER
AUM (₹ Cr)
₹202.29 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 285
Fixed Fee
2.50%
Scheme Return
8.07%
Benchmark Return
-0.17%
*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 1365.47 crores. Its current offering of PMS schemes includes 2 Mid Cap, 1 Small Cap, 2 Multi Cap And Flexi Cap, 2 Multi Asset and 3 Large Cap schemes.

AUM (₹ cr)

1,365.47 (As on May, 2026)

Number of Schemes

10
Schemes From This AMC
  • table
  • Grid
Compare
Right Horizons - Super Value
AUM (₹ Cr)
₹187.26 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
2 Out of 23
Fixed Fee
2.50%
Scheme Return
6.92%
Benchmark Return
-0.17%
Right Horizons - Super Value Aggressive
AUM (₹ Cr)
₹87.91 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
4 Out of 27
Fixed Fee
No Option
Scheme Return
5.76%
Benchmark Return
-0.17%
Right Horizons - Flexi Cap
AUM (₹ Cr)
₹337.40 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
50 Out of 285
Fixed Fee
2.50%
Scheme Return
4.12%
Benchmark Return
-0.17%
Right Horizons - Perennial
AUM (₹ Cr)
₹32.55 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
77 Out of 285
Fixed Fee
2.50%
Scheme Return
2.89%
Benchmark Return
-0.17%
Alphabots Midcap 29
AUM (₹ Cr)
₹3.01 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
8 Out of 23
Fixed Fee
2.50%
Scheme Return
2.35%
Benchmark Return
-0.17%
Right Horizons - All Seasons
AUM (₹ Cr)
₹41.07 Cr
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
21 Out of 44
Fixed Fee
2.50%
Scheme Return
1.14%
Benchmark Return
0.1%
Alliance Aggressive
AUM (₹ Cr)
₹153.08 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
26 Out of 44
Fixed Fee
1.75%
Scheme Return
0.96%
Benchmark Return
0.1%
Alphabots India 100
AUM (₹ Cr)
₹6.85 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
9 Out of 30
Fixed Fee
2.50%
Scheme Return
0.49%
Benchmark Return
-1.72%
Right Horizons - India Business Leader
AUM (₹ Cr)
₹38.62 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
14 Out of 30
Fixed Fee
2.50%
Scheme Return
0.24%
Benchmark Return
-1.72%
Alphabots India Largecap 30
AUM (₹ Cr)
₹1.88 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
20 Out of 30
Fixed Fee
2.50%
Scheme Return
-0.94%
Benchmark Return
-1.72%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

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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