Right Horizon - Perennial
EQUITY MULTI CAP
Identify major wealth creation trends, monopolistic & fast growing capital efficient franchises with reinvestment runways run by able & minority friendly management.
+12.09%
3Y annualised returns
+11.88%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
01 Apr '21
Total AUM
₹34.29Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity95.2%
Cash4.8%
Equity market cap split
Small Cap69.4%
Mid Cap7.1%
Large Cap5.4%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
2.50%
PMS management
SJSatwik JainFund Manager, Right Horizons & Founder, Generational CapitalView details
SJ
Satwik Jain
Fund Manager, Right Horizons & Founder, Generational Capital
View details
About
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.
Experience
Has held leadership roles in investment management and M&A.
Investment philosophy
Specializes in equities, alternative assets, and M&A.
Previously worked at
- Client Associates
- Deloitte
- Venture Catalysts
- Bimaplus
Awards
- Achieved financial freedom at age 26; is a Venture Partner at Venture Catalysts and an active angel investor. Co-founded fitnessholic.com, an aggregator platform for fitness centres.
PMS house
Right Horizons Pvt Ltd
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