PMS · Equity · Mid Cap
Right Horizons - Super Value Fund
Fund size₹205 Cr
Alpha (3Y)3.72%
3Y return13.97%
Fund age13 yrs 8 mo
Fund Managers
Vijay Chauhan
Fund Manager, Right Horizons
–
Managing AUM₹301 Cr
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
Prabhat Ranjan
Fund Manager, Right Horizons
–
Managing AUM₹301 Cr
Growth of₹Cr
Right Horizons Super Value
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Right Horizons Super Value | 10.37% | 12.18% | 4.61% | 13.97% | 17.12% | 15.75% |
| Nifty 500 | −1.07% | 2.98% | 0.42% | 11.88% | 12.34% | 13.78% |
| Excess over benchmark | 11.44% | 9.20% | 4.19% | 2.09% | 4.78% | 1.97% |
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
22.15%
Benchmark approx 14.77%
A standard deviation reflecting historical swings.
Sensitivity
1.20
Beta vs benchmark 1.00 · 20% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.55
Sharpe
Excess return gained per unit of volatility.
Capture ratio
117 / 95
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 −29.31% from its 16 Oct 2024 peak to a 31 Mar 2026 trough. It has not yet recovered.
Max drawdowns
−29.31%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 16 Oct 2024 | 31 Mar 2026 | −29.31% | 531 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak16 Oct 2024
Trough31 Mar 2026
Depth−29.31%
Fell over531 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
30
P/E ratio
46.79
P/B ratio
5.68
Dividend yield
0.32%
Avg market cap
₹66,030 Cr
Median market cap
₹29,393 Cr
Asset class
Equity
Market cap
Large cap17.15%
Mid cap21.34%
Small cap59.73%
Cash & others1.78%
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 · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed 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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