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A dynamic strategy that takes advantage of market conditions by moving across market caps.
A large cap-oriented portfolio with smaller exposure to mid-caps to deliver a little extra in the long term.
Safeguarding savers' capital while targeting exponential growth through strategic investments in key sectors.
Investment objective is to achieve long-term capital appreciation through a Smart Alpha Strategy Fund by investing in listed securities in India through an Al framework that is systematic, scientific and replicable across assets, regions, styles and mandates.
The Alphabots strategy works on an AI based framework to deliver superior risk adjusted returns to clients. The Investment objective is to achieve long-term capital appreciation through a Smart Alpha Strategy Fund by investing in listed securities in India through an Al framework that is systematic, scientific and replicable across assets, regions, styles and mandates.
Investment objective is to achieve long-term capital appreciation by investing in a disciplined, model-based approach for managing risk to deliver superior riskadjusted returns.
The primary investment objective of the portfolio is to generate high income through investments in secured securities from the real estate sector/projects including debt, mezzanine debt and preferred equity. Initial payouts are reinvested in the scheme.
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.
3 Yr TWRR - 19.82%
3 Yr TWRR - 14.82%
3 Yr TWRR - 13.31%
3 Yr TWRR - 13.20%
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.
3 Yr TWRR - 16.35%
3 Yr Alpha - 2.74%
Standard Deviation - 10.61%
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.
3 Yr TWRR - 20.76%
3 Yr Alpha - 0.32%
Standard Deviation - 15.42%
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.
3 Yr TWRR - 19.44%
3 Yr Alpha - 2.52%
Standard Deviation - 15.21%
A Small-cap PMS strategy, RH India 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.
3 Yr TWRR - 36.69%
3 Yr Alpha - 16.25%
Standard Deviation - 20.84%
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.
3 Yr TWRR - 19.17%
Since Inception TWRR - 19.04%
Standard Deviation - 19.5%
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.
3 Yr TWRR - 30.54%
3 Yr Alpha - 10.10%
Standard Deviation - 15.00%
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.
Since Inception TWRR - 63.3%
BSE 500 TRI - 42.5%
Standard Deviation - 23.84%
Investment objective is to achieve long-term capital appreciation by investing in a
disciplined, model-based approach for managing risk to deliver superior riskadjusted
returns.
Investment philosophy is to invest across asset classes and instruments like mutual
funds, stocks, bonds, unlisted securities and Structured Products to generate superior
returns for the clients during different market environment
Since Inception TWRR - 7.85%
NSE Multi Asset Index 2 - 3.96%
Since Inception Alpha - 11.81%
The primary investment objective of the portfolio is to generate high income through investments in secured securities from the real estate sector/projects including debt, mezzanine debt and preferred equity. Initial payouts are reinvested in the scheme.
Since Inception TWRR - 3.11%
NSE Multi Asset Index 2 - 8.76%
Since Inception Alpha - 11.87%
The Alphabots strategy works on an AI based framework to deliver superior risk
adjusted returns to clients. The Investment objective is to achieve long-term capital
appreciation through a Smart Alpha Strategy Fund by investing in listed securities in
India through an Al framework that is systematic, scientific and replicable across
assets, regions, styles and mandates.
Investment philosophy is a Large cap-focused fund, aimed at delivering superior riskadjusted
return using Artificial Intelligence Engine for dynamic weighting of
components in the benchmark.
Since Inception TWRR - 13.07%
Nifty 50 TRI - 1.34%
Since Inception Alpha - 14.41%
Investment objective is to achieve long-term capital appreciation through a Smart
Alpha Strategy Fund by investing in listed securities in India through an Al framework
that is systematic, scientific and replicable across assets, regions, styles and
mandates.
Investment philosophy is a large cap-focused fund, aimed at delivering superior risk adjusted
return using Artificial Intelligence Engine for dynamic weighting of
components in the benchmark.
Since Inception TWRR - 11.78%
Nifty 50 TRI - 3.65%
Since Inception Alpha - 15.43%
Investment objective is to achieve long-term capital appreciation through a Smart
Alpha Strategy Fund by investing in listed securities in India through an Al
framework that is systematic, scientific and replicable across assets, regions, styles
and mandates.
Investment philosophy is a Mid cap-focused fund, aimed at delivering superior riskadjusted
return using Artificial Intelligence Engine for dynamic weighting of
components in the benchmark.
Since Inception TWRR - 16.58%
SP BSE 500 TRI - 2.34%
Since Inception Alpha - 18.92%
