PMS · Equity · Multi Cap
Right Horizons - Perennial
Fund size₹34 Cr
Alpha (3Y)2.98%
3Y return12.09%
Fund age5 yrs 3 mo
Fund Manager
Satwik Jain
Satwik Jain
Fund Manager, Right Horizons
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.
Managing AUM₹34 Cr
Growth of₹Cr
Right Horizons Perennial
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Right Horizons Perennial5.08%8.21%0.96%12.09%11.81%13.34%
Nifty 500−1.07%2.98%0.42%11.88%12.34%13.98%
Excess over benchmark6.15%5.23%0.54%0.21%−0.53%−0.64%
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
21.42%
Benchmark approx 14.84%
A standard deviation reflecting historical swings.
Sensitivity
1.08
Beta vs benchmark 1.00 · 8% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.49
Sharpe
Excess return gained per unit of volatility.
Capture ratio
97 / 68
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 −34.77% from its 17 Dec 2024 peak to a 31 Mar 2026 trough. It has not yet recovered.
Max drawdowns
−34.77%
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme17 Dec 202431 Mar 2026−34.77%469 days––
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak17 Dec 2024
Trough31 Mar 2026
Depth−34.77%
Fell over469 days
Recovered–
Recovery took–
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
37
P/E ratio
52.15
P/B ratio
4.99
Dividend yield
0.76%
Avg market cap
₹18,689 Cr
Median market cap
₹7,884 Cr
Asset class
Equity
Market cap
Large cap5.37%
Mid cap7.11%
Small cap69.41%
Cash & others18.11%
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 16.25% 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 Fee20% of profit
Hurdle RateAbove 10%
Exit load 2.50% within 1 year, nil after 2 years. Lock-in: Nil.
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