Affluense AI AFFLUENSE

Perennial

Right Horizons
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
1 April 2021
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

The investment strategy offers diversified exposure to businesses irrespective of their market capitalization or industry sector. The primary investment objective is capital preservation, followed by long-term capital appreciation, while maintaining volatility significantly below that of the benchmark. A typical portfolio is constructed by investing in approximately 15 to 25 distinct businesses.

Investment Objective

The platform focuses on identifying key wealth-generating trends. This includes an emphasis on businesses exhibiting monopolistic characteristics or rapid growth, demonstrating capital efficiency and possessing substantial reinvestment opportunities. Management teams are evaluated for their competence and a commitment to equitable practices, particularly concerning minority stakeholders.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.88% -0.24% -2.64%
3 MONTHS -1.49% 5.02% -6.51%
6 MONTHS 5.85% 1.63% 4.22%
1 YEAR -16.42% 7.63% -24.05%
2 YEAR 4.95% 11.63% -6.68%
3 YEAR 18.40% 16.39% 2.01%
SINCE INCEPTION 13.97% 16.15% -2.18%

Calendar Year Performance

Year Return
CY 2025 -16.42%
CY 2024 31.80%
CY 2023 50.75%
CY 2021 25.57%

Financial Year Performance

Year Return
FY 26_YTD 4.89%
FY 23_YTD -8.57%
FY 25 5.23%
FY 24 55.19%
FY 22 12.25%

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

Fund Managers

Satwik Jain

Fund Manager

Mr. Satwik Jain is the Founder of Generational Capital and serves as a Fund Manager for the Right Horizons Perennial Fund. He also leads the Investment Committee at Generational Capital Bharat Breakout AIF. His extensive experience spans equities, alternative assets, and Mergers & Acquisitions (M&A). Prior to his current roles, Mr. Jain held leadership positions at Client Associates and Deloitte. He also functions as a strategic investor at Bimaplus. In addition to his investment pursuits, Mr. Jain is a co-founder of fitnessholic.com, a digital platform aggregating fitness centres. He earned an MBA in Finance and Marketing from IMT Ghaziabad and is also a professional golfer. Furthermore, Mr. Jain contributes to the startup ecosystem as a Venture Partner at Venture Catalysts, an angel investor, a contributing author, and a speaker at international conferences and seminars. Notably, he attained financial independence at the age of 26, exceeding his personal target of achieving this milestone by age 30.

Portfolio Details

Portfolio Composition

Large Cap
2.20%
Mid Cap
1.79%
Small Cap
79.56%
Cash & Equivalent
1.93%

Top 5 Holdings

  • Jeena Sikho Lifecare Ltd 7.12%
  • V2 Retail Limited 5.55%
  • Macfos Limited 5.52%
  • Aditya Vision Limited 5.05%
  • Beta Drugs Ltd 4.30%

Top 5 Sectors

  • Consumer Durables 21.11%
  • Consumer Services 19.23%
  • Healthcare 15.61%
  • Financial Services 7.55%
  • Fast Moving Consumer Goods 4.86%

Portfolio Characteristics

total number of stocks
26
top 5 stocks percent
27.54%
top 5 sectors percent
68.36%
average market cap
N/A
portfolio age
4 Yrs, 8 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.25%

Hurdle: 10%

Profit Sharing: %

Exit Load

Year 1: 2.5%

Year 2: 0%

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)