PMS · Multi Asset · Multi Asset
Right Horizons - All Seasons
Fund size₹43 Cr
Alpha (3Y)0.71%
3Y return13.19%
Fund age6 yrs 8 mo
Fund Manager
Anil Rego
Anil Rego
Fund Manager, PMS, Right Horizons
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.
Managing AUM₹785 Cr
Growth of₹Cr
Right Horizons All Seasons
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Right Horizons All Seasons2.96%9.77%6.01%13.19%12.01%14.38%
Nifty 500−1.07%5.97%5.04%10.89%10.24%11.79%
Excess over benchmark4.03%3.80%0.97%2.30%1.77%2.59%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
12.64%
Benchmark approx 8.06%
A standard deviation reflecting historical swings.
Sensitivity
1.48
Beta vs benchmark 1.00 · 48% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.70
Sharpe
Excess return gained per unit of volatility.
Capture ratio
50 / -84
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −15.18% from its 26 Sep 2024 peak to a 28 Feb 2025 trough, and recovered on 27 Jun 2025 after 119 days.
Max drawdowns
−15.18%
Recovery period
119 days
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme26 Sep 202428 Feb 2025−15.18%155 days27 Jun 2025119 days
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak26 Sep 2024
Trough28 Feb 2025
Depth−15.18%
Fell over155 days
Recovered27 Jun 2025
Recovery took119 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Stocks
16
P/B ratio
6.01
Avg market cap
₹3,675 Cr
Median market cap
₹2,900 Cr
Asset class
Multi Asset
Market cap
Large cap36.75%
Mid cap21.17%
Small cap26.99%
Cash & others15.09%
As on 31 Jul 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 18.33% gross return.
FixedPlan A · Simple
Fixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upside
Fixed Management Fee1.25% / yr
Performance Fee15% of profit
Hurdle RateAbove 10%
Exit load 2.00% within 1 year, 1.00% within 2 years, nil after 3 years. Lock-in: Nil.
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