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Right Horizons - Perennial
Right Horizons - Perennial

Right Horizons - Perennial

  • Right Horizons
  • Multi Cap AND Flexi Cap
  • 78
    Out of 168*
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Portfolio age4 years, 8 months
3.43%
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 (1.56%)
Allocation by Market Cap
Small Cap (84.88%)
Mid Cap (0%)
Large Cap (3.38%)
Sector Holdings
  • Consumer Durables21.59%
  • Consumer Services19.06%
  • Healthcare18.42%
  • Financial Services7.6%
  • Fast Moving Consumer Goods6.9%
Stock Holdings
  • Jeena Sikho Lifecare Ltd9.44%
  • Cash & Cash Equivalents6.23%
  • Aditya Vision Limited5.67%
  • V2 Retail Limited5.28%
  • Safari Industries (India) Ltd.5.16%

bt_logoPORTFOLIO MANAGERS

Satwik Jain
  • Manager Rank78 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-7.29%
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
  • table
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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%
*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
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

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  • Grid
Compare
Right Horizons - Perennial
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
145 Out of 251
Fixed Fee
2.50%
Scheme Return
3.43%
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 - 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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