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Right Horizons - Perennial
Right Horizons - Perennial

Right Horizons - Perennial

  • Right Horizons
  • Multi Cap AND Flexi Cap
  • 76
    Out of 173*
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PMS Bazaar
Portfolio age4 years, 9 months
-1.94%
0.96%
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 30/11/2025)
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 (1.75%)
Allocation by Market Cap
Small Cap (84.87%)
Mid Cap (0%)
Large Cap (3.53%)
Sector Holdings
  • Consumer Durables21.69%
  • Consumer Services19.61%
  • Healthcare17.92%
  • Financial Services7.68%
  • Fast Moving Consumer Goods7.1%
Stock Holdings
  • Jeena Sikho Lifecare Ltd9.15%
  • Macfos Limited5.45%
  • V2 Retail Limited5.39%
  • Aditya Vision Limited5.26%
  • Beta Drugs Ltd4.51%

bt_logoPORTFOLIO MANAGERS

Satwik Jain
  • Manager Rank76 Out of 173
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-13.47%
Profile

He is the Founder of generational capital, fund manager at Right Horizons Perennial Fund and Head of the Investment Committee at Generational Capital Bharat Breakout AIF. With a strong background in equities, alternative assets, and M&A, Satwik has held leadership roles at Client Associates and Deloitte & serves as a strategic investor at Bimaplus. Beyond his investment career, Satwik Jain co-founded fitnessholic.com, an aggregator platform for fitness centres. He pursued an MBA in finance & marketing at IMT Ghaziabad while also being a professional golfer. Furthermore, he actively engages in various roles as a Venture Partner at Venture Catalysts, an angel investor, guest author, & panellist at international conferences & seminars. Notably, he achieved his dream of financial freedom at the remarkable age of 26, surpassing his initial goal of achieving it by age 30

Other Schemes
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Compare
Right Horizons - Perennial
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
218 Out of 259
Fixed Fee
2.50%
Scheme Return
-1.94%
Benchmark Return
0.96%
*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 Nov, 2025)
Inception Date
Apr 01, 2021
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 2.50% 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% or 0%
Hurdle Rate
10.00%
Profit Sharing
15 Profit Sharing above 10% Hurdle or 20% Profit Sharing above 6% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

Identify major wealth creation trends, monopolistic & fast growing capital efficient franchises with reinvestment runways run by able & minority friendly management.

Investment Approach

Market cap & sector agnostic èxposure across businesses. The portfolio seeks capital preservation, then appreciation over the long term with volatility much lower than the benchmark. The typical portfolio would invest between 15-25 businesses.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Right Horizons - Perennial
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
218 Out of 259
Fixed Fee
2.50%
Scheme Return
-1.94%
Benchmark Return
0.96%
Strategic Opportunities Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 259
Fixed Fee
No Option
Scheme Return
7.96%
Benchmark Return
0.96%
Turtle Wealth - 212 Wealth Mantra
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 259
Fixed Fee
2.00%
Scheme Return
4.25%
Benchmark Return
0.96%
Asit C Mehta - ACE - Multicap
AUM (₹ Cr)
₹146.61 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 259
Fixed Fee
2.50%
Scheme Return
3.81%
Benchmark Return
0.96%
Asit C Mehta - ACE - 15
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 259
Fixed Fee
2.50%
Scheme Return
3.35%
Benchmark Return
0.96%
Flexicap Fundamental Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 259
Fixed Fee
2.50%
Scheme Return
3.3%
Benchmark Return
0.96%
*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 1424.65 crores. Its current offering of PMS schemes includes 3 Large Cap, 2 Multi Asset, 2 Mid Cap, 2 Multi Cap And Flexi Cap and 1 Small Cap schemes.

AUM (₹ cr)

1,424.65 (As on Nov, 2025)

Number of Schemes

10
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 29
Fixed Fee
2.50%
Scheme Return
1.89%
Benchmark Return
1.92%
Alphabots India Largecap 30
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
11 Out of 29
Fixed Fee
2.50%
Scheme Return
1.73%
Benchmark Return
1.92%
Alphabots India 100
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
21 Out of 29
Fixed Fee
2.50%
Scheme Return
1.23%
Benchmark Return
1.92%
Right Horizons - All Seasons
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
10 Out of 26
Fixed Fee
2.50%
Scheme Return
1.1%
Benchmark Return
0.76%
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
1.07%
Benchmark Return
0.96%
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
101 Out of 259
Fixed Fee
2.50%
Scheme Return
0.58%
Benchmark Return
0.96%
Alliance Aggressive
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
19 Out of 26
Fixed Fee
1.75%
Scheme Return
0.48%
Benchmark Return
0.76%
Right Horizons - Super Value Aggressive
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
6 Out of 28
Fixed Fee
No Option
Scheme Return
-0.92%
Benchmark Return
0.96%
Right Horizons - Super Value
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
19 Out of 21
Fixed Fee
2.50%
Scheme Return
-1.31%
Benchmark Return
0.96%
Right Horizons - Perennial
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
218 Out of 259
Fixed Fee
2.50%
Scheme Return
-1.94%
Benchmark Return
0.96%
*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 - Perennial?
The hurdle rate of Right Horizons - Perennial is 10.00%.
What is the fixed fee charged in Right Horizons - Perennial ?
The fixed fee charged in Right Horizons - Perennial is 2.50%.
What is the variable fee charged in Right Horizons - Perennial ?
The variable fee charged in Right Horizons - Perennial is 1.25% or 0%.
What is the profit sharing in Right Horizons - Perennial ?
The profit sharing in Right Horizons - Perennial is 15 Profit Sharing above 10% Hurdle or 20% Profit Sharing above 6% Hurdle.
What is the minimum investment in Right Horizons - Perennial ?
The minimum investment in Right Horizons - Perennial is ₹50 Lacs
What type of scheme is Right Horizons - Perennial?
Right Horizons - Perennial is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Right Horizons - Perennial?
The inception date of Right Horizons - Perennial is Apr 01, 2021.
What is the exit load of Right Horizons - Perennial?
Exit load is 2.50% if redeemed in 0-1 year, 0% thereafter.

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