Right Horizon - Super Value Fund

EQUITY MID CAP

Seeks to generate capital appreciation over a medium to long-term period with a goal to stay above the benchmark at all times.

+13.97%

3Y annualised returns

+11.88%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

30 Nov '12

Total AUM

₹205.48Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity99.0%

Cash1.1%

Equity market cap split

Small Cap59.7%

Mid Cap21.3%

Large Cap17.1%

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

2.00%

PMS management

AR
Anil Rego
CEO and Founder, Right Horizons
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About

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.

Experience

Founded Right Horizons in 2003 after working in business planning and M&A.

Investment philosophy

Corpus fund management, tax planning, and financial planning for resident and NRI investors.

Previously worked at

Wipro
ICFAI
ITM
Union Bank School of management

Awards

Serves as a columnist for leading newspapers, a guest lecturer at various business schools, and has served as a member on the Board of Governors at IBSAF.