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.

Right Horizons - Perennial

Right Horizons
Multi Cap AND Flexi Cap

86
Out of 136*
Compare
Share

Portfolio age5 years, 2 months

2.89%

-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

TRAILING PERFORMANCE

(As on 31/05/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (2.03%)

Allocation by Market Cap

Small Cap (80.07%)

Mid Cap (1.53%)

Large Cap (16.37%)

Sector Holdings

Financial Services23.82%
Consumer Services20.64%
Consumer Durables20%
Healthcare17.46%
Capital Goods6.4%

Stock Holdings

Motilal Oswal NASDAQ 100 ETF10.31%
Macfos Limited8.63%
Jeena Sikho Lifecare Ltd6.44%
Thangamayil Jewellery Limited5.72%
Aditya Vision Limited5.54%

PORTFOLIO MANAGERS

Satwik Jain

Manager Rank105 Out of 185
i
Rank is based on 3-year return
Schemes Managed1
Total AUM32.55
Highest Return In 1 Yr2.83%

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

1m 3m 6m 1y 3y 5y

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Right Horizons - Perennial

AUM (₹ Cr)

₹32.55 Cr

Hurdle Rate

10.00%

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

32.55

(As on May, 2026)

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

Time Weighted Rate of Return

FEE 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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INVESTMENT 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.