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Consistency is the biggest payoff

Since inception, Right Horizons PMS has a meticulous, knowledge-driven and deep diving approach to investment strategies, designed to deliver superior risk adjusted outcomes. With over a decade of experience in managing 9 plus in-house strategies, we provide investors a unified platform to access multiple asset classes. Our range of high-performing strategies also cater to diverse investment objectives, time horizons and risk profiles.

LOW TO MODERATE

MODERATE TO HIGH

HIGH

RISK

LOW

HIGH

RH Alphabots

A diversified large cap-oriented scheme with a unique AI based investment strategy.

RH Flexi-Cap

A dynamic strategy that takes advantage of market conditions by moving across market caps.

RH INDIA BUSINESS Leaders

A large cap-oriented portfolio with smaller exposure to mid-caps to deliver a little extra in the long term.

RH Perennial

Safeguarding savers' capital while targeting exponential growth through strategic investments in key sectors.

LOW TO MODERATE

RH Alliance


A multi-asset PMS strategy, RH Alliance stands out as one of India’s pioneering retirement planning funds, with a unique payout model integrated into its framework. Comprising three distinct sub-strategies, it is tailored for varying age brackets and risk appetites.

RH Alliance (Aggressive)

3 Yr CAGR - 19.82%

RH Alliance (Moderate)

3 Yr CAGR - 14.82%

RH Alliance (Conservative)

3 Yr CAGR - 13.31%

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Moderate to High

RH ALPHABOTS

Pioneers large & midcap investing with AI precision, targeting companies exceeding Rs 10,000 Cr in Market Cap. Our unique diversified AI-based investment strategy lowers risk, ensuring superior risk-adjusted returns. With low-frequency strategies and benchmark-agnostic investments, we set new standards for success in navigating the market landscape.

RH ALPHABOTS INDIA 100

Since Inception (Apr’23) - 47.6%

RH ALPHABOTS LARGECAP 30

Since Inception (Apr’23) - 31.91%

RH ALPHABOTS MIDCAP 29

Since Inception (Apr’23) - 39.31%

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LOW TO MODERATE

RH All Seasons

A Fund-of-Fund PMS, RH All Seasons picks top-performing funds across asset classes like Equity, Fixed Income and Precious Metals. This investment vehicle is particularly suitable for investors aiming to mitigate the impact of market volatility and achieve consistent returns in all scenarios.

RH All Seasons

3 Yr CAGR - 16.35%

3 Yr Alpha - 2.74%

Standard Deviation - 10.61%

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Moderate to High

RH
Flexi-Cap


A dynamic flexicap approach, the RH Flexicap strategy adapts to shifts in economic and market conditions through fluid transitions across large, small & mid-cap investments. Its framework is designed to lessen downside risks while capitalizing on potential upsides.

RH Flexi-Cap

3 Yr CAGR - 20.76%

3 Yr Alpha - 0.32%

Standard Deviation - 15.42%

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Moderate to High

RH India Business
Leaders

A large-cap oriented PMS strategy, RH India Business Leaders selects companies with robust fundamentals that are able to withstand a range of risks. This investment approach is designed to deliver optimum risk adjusted returns, making it an attractive choice for discerning investors with moderate to high tolerance for risk.

RH India Business Leaders

3 Yr CAGR - 19.44%

3 Yr Alpha - 2.52%

Standard Deviation - 15.21%

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High

RH Minerva
Underserved


A Small-cap PMS strategy, RH Minerva Underserved uses a targetted approach to identify companies with sound fundamentals that have yet to capture the attention of institutional investors. This strategy appeals to astute investors seeking untapped opportunities given the focus on reasonable valuations and long-term growth potential.

RH Minerva Underserved

3 Yr CAGR - 36.69%

3 Yr Alpha - 16.25%

Standard Deviation - 20.84%

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Moderate to High

RH
Perennial


Inspired by the long-term mission to protect the purchasing power of savers' irreplaceable capital and to increase such value over time in real terms. We do this by channelizing savings towards monopolistic and fast-growing capital-efficient franchises with reinvestment runways run by able and minority friendly management with target of doubling portfolio earnings in 3 years with valuation rerating potential focused on consumer, healthcare and technology sectors.

RH Perennial

3 Yr CAGR - 19.17%

Since Inception - 19.04%

Standard Deviation - 19.5%

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High

RH SuperValue

Utilizing the detailed and structured investment philosophy of Right Horizons PMS, the RH SuperValue strategy identifies steady mid-cap equities which have favorable valuations, with the aim of delivering superior risk-adjusted returns over the long term.

RH SuperValue

3 Yr CAGR - 30.54%

3 Yr Alpha - 10.10%

Standard Deviation - 15.00%

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High

RH Supervalue
Aggressive


A small-cap-oriented PMS strategy, meticulously crafted to unearth potential multi-baggers. With a diversified portfolio of 25-35 companies, it aims for long-term capital appreciation through investments in quality, growth-oriented businesses. Through disciplined approach and a focus on competitive advantage, it aims to deliver superior risk-adjusted returns.

RH SuperValue Aggressive

Since Inception - 63.3%

BSE 500 TRI - 42.5%

Standard Deviation - 23.84%

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