Affluense AI AFFLUENSE

Flexi Cap

Right Horizons
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
29 November 2012
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

The investment strategy employs a benchmark-agnostic approach to sector allocation, investing in companies irrespective of their market capitalization. The objective is to achieve capital appreciation over a medium to long-term investment horizon. The portfolio is designed to consistently outperform its designated benchmark, the Nifty Index. Investment decisions are not restricted by the benchmark's composition and are guided by RH's proprietary asset allocation model, allowing for flexibility across market capitalizations. The typical portfolio is expected to hold between 15 to 25 stocks.

Investment Objective

A carefully constructed equity portfolio designed to pursue sustained capital growth and generate returns through strategic allocations across various market capitalization segments.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.05% -0.24% -1.81%
3 MONTHS 4.95% 5.02% -0.07%
6 MONTHS -3.54% 1.63% -5.17%
1 YEAR -7.52% 7.63% -15.15%
2 YEAR 2.84% 11.63% -8.79%
3 YEAR 11.48% 16.39% -4.91%
5 YEAR 15.43% 16.81% -1.38%
SINCE INCEPTION 11.17% 14.64% -3.47%

Calendar Year Performance

Year Return
CY 2025 -7.52%
CY 2024 14.38%
CY 2023 31.06%
CY 2022 -0.19%
CY 2021 54.75%
CY 2020 23.71%
CY 2019 4.44%
CY 2018 -10.94%
CY 2017 35.07%
CY 2016 5.21%
CY 2015 5.31%
CY 2014 36.49%
CY 2013 9.92%
CY 2012 -12.31%

Financial Year Performance

Year Return
FY 26_YTD 10.71%
FY 25 -3.27%
FY 24 38.42%
FY 23 -6.01%
FY 22 35.28%
FY 21 80.29%
FY 20 -21.00%
FY 19 -4.81%
FY 18 12.83%
FY 17 25.11%
FY 16 -0.80%
FY 15 34.75%
FY 14 16.18%
FY 13 -10.58%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Anil Rego

Fund Manager

Right Horizons, a comprehensive investment advisory and wealth management firm, was founded by Anil Rego, who serves as its Chief Executive Officer. Holding an MBA and CFA designation, Mr. Rego champions a Contrarian investment philosophy. His proficiency encompasses managing corpus funds, tax optimization strategies, and holistic financial planning for both resident Indian and Non-Resident Indian (NRI) clients. Prior to establishing Right Horizons in October 2003, Mr. Rego held a position at Wipro, where he was responsible for Business Planning and Merger & Acquisition activities. The firm maintains a presence in Bangalore, Mumbai, Chennai, and Hyderabad. Mr. Rego is a recognized contributor to prominent Indian newspapers and frequently addresses investor inquiries in national publications and online platforms. He has also shared his expertise as a guest lecturer at various business institutions, including ICFAI, ITM, and the Union Bank School of Management. Additionally, Mr. Rego has contributed his experience as a member of the Board of Governors at IBSAF.

Portfolio Details

Portfolio Composition

Large Cap
34.34%
Mid Cap
28.06%
Small Cap
36.70%
Cash & Equivalent
0.90%

Top 5 Holdings

  • 360 One Wam Limited 7.35%
  • Nuvama Wealth Management Limited 6.69%
  • IIFL Capital Services Limited 6.23%
  • Kei Industries Ltd. 6.19%
  • ICICI Bank Ltd. 5.26%

Top 5 Sectors

  • Financial Services 31.69%
  • Consumer Durables 14.02%
  • Capital Goods 12.14%
  • Healthcare 7.62%
  • Consumer Services 7.54%

Portfolio Characteristics

total number of stocks
33
top 5 stocks percent
31.72%
top 5 sectors percent
73.01%
average market cap
206163.96
portfolio age
13 Yrs, 1 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.25%

Hurdle: 10%

Profit Sharing: 15%

Exit Load

Year 1: 2%

Year 2: 1%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)