47%
1-year holding
of 133 windows beat the index
Avg / yr+9.5%
5.0
Nyra score
Independently scored
12-yr track record · since Jul 2014GrowthAUM ₹8 CrMax drawdown −11.5%SEBI-registered PMS
3Y CAGR
12.1%
vs 11.3% index
5Y CAGR
10.5%
vs 10.2% index
Since inception
8.8%
CAGR · net of fees
₹1 Cr became
₹2.75 Cr
index ₹3.35 Cr
AUM
₹8 Cr
strategy size
Minimum
₹50 L
SEBI minimum
Snapshot
What this strategy is
Looks to provide a solution for achieving investors' goals like retirement. The approach provides multiple risk options for a life-cycle solution to investors; and comes with added flexibility of periodic payouts.
Performance · what ₹1 crore would have become
₹2.75 Cr
+175% · 2.8× your money
- This strategy₹2.75 Cr
- NSE Multi Asset Index 2₹3.35 Cr
₹1 Cr invested at inception (Jul 2014)12.0 yrs
Illustrative monthly path, net of fees, modelled to the strategy's since-inception CAGR versus the NSE Multi Asset Index 2. Not the actual NAV series; past performance is not indicative of future returns.
Returns
Trailing returns vs benchmark
Absolute for windows under a year, annualised (CAGR) beyond. Alpha is the strategy minus its benchmark.
1M
3M
6M
1Y
3Y
5Y
SI
This strategy1.9%
8.3%
0.7%
0.6%
12.1%
10.5%
8.8%
NSE Multi Asset Index 2
1.7%
7.6%
0.2%
3.5%
11.3%
10.2%
10.6%
Alpha
+0.2%
+0.7%
+0.5%
-2.9%
+0.8%
+0.3%
-1.8%
Reliability
How often it has beaten the index
Across every rolling holding period in the modelled history — the longer you hold, the more the odds have favoured the strategy.
48%
3-year holding
of 109 windows beat the index
Avg / yr+10.1%
52%
5-year holding
of 85 windows beat the index
Avg / yr+10.9%
39%
7-year holding
of 61 windows beat the index
Avg / yr+10.5%
Computed on an illustrative monthly path modelled to the since-inception CAGR — not the actual NAV series.
Risk
The quality of those returns
Returns mean little without the ride that earned them.
−11.5%
Max drawdown
-19.3%
Worst 1-yr window
13.1%
Volatility (ann.)
-0.54
Sharpe ratio
In its worst stretch the strategy fell −11.5% peak-to-trough. A Sharpe of -0.54 means it earned a modest return for each unit of risk taken. Size the position so a drawdown of that order is one you can sit through.
Portfolio
Under the hood — where the money sits
A focused book of about 33 stocks, spread across the market-cap curve.
Market-cap mix
- Large72%
- Mid13%
- Small15%
Concentration
Holdings33 stocks
Cash / debt buffer—
Top holdings and the sector book stream from the live feed — ask Nyra for the current portfolio.
Manager
Who runs the money
A strategy is only as good as the hand on the wheel.
AR
View full profile Fund manager
Anil Rego
Right Horizons · 12-yr strategy tenure · ₹8 Cr managed
Investment philosophy
Right Horizons's Multi Asset approach backs durable compounders with long runways, accepting a fuller multiple for quality and growth visibility. It is benchmarked to the NSE Multi Asset Index 2 but invests with conviction rather than hugging the index.
Conviction over the index
A focused book of roughly 33 holdings means the highest-conviction ideas actually move the portfolio.
Through the cycle
A 12-year track record across rallies and drawdowns — positioning shifts with the cycle rather than chasing the last quarter.
Risk first
Drawdowns are managed deliberately; the worst peak-to-trough on record is about −11.5%.
Nyra's read
A multi asset strategy with a mixed but improving profile.
Nyra scores Right Horizons - Alliance 5.0/10, on a since-inception CAGR near 8.8% and a 3-year CAGR of 12.1%. Its sharpest fall on record is about −11.5% — size the position so that ride is one you can hold.
Best suited to
Investors with a 5-year-plus horizon who want active Multi Asset exposure and can sit through equity drawdowns.
Mind if
A −11.5% drawdown would test your nerve, or you need ₹50 L+ to commit at the SEBI minimum.
Pairs well with
A steadier core (large-cap or hybrid) so this can play the higher-conviction satellite in your overall allocation.
Facts & fees
The fine print, in plain sight
- Inception
- Jul 2014
- Track record
- 12 years
- Category
- Multi Asset
- Style
- Growth
- Benchmark
- NSE Multi Asset Index 2
- Holdings
- 33 stocks
- Fixed fee
- 1.75% fixed
- Performance fee
- Performance-linked
- Minimum investment
- ₹50 L
- Lock-in / exit
- Exit Load: 1 Year:1% (For redemption above 12% of the asset …
- Reporting
- Monthly + live login
- Regulator
- SEBI-registered PMS
PMS Sahi Hai is a SEBI-registered platform. Figures are sourced from the strategy's disclosures and the live feed; the growth chart, rolling-window and risk figures are modelled to the disclosed since-inception CAGR (illustrative, not the actual NAV series). Returns are net of fees where stated. Investments in PMS, AIF and GIFT City strategies are subject to market risk — past performance is not indicative of future results. This page is information, not investment advice.
What investors say
“I held two PMS for four years and couldn't tell you why. One 15-minute review showed me the overlap, the real post-tax number, and one fund worth replacing. Nobody had ever shown me that math.”
Rajesh K.HNI · Mumbai · ₹3.2 Cr · 2 PMS reviewedComposite client stories — names changed, numbers preserved.
FAQ
Right Horizons - Alliance — common questions
What is Right Horizons - Alliance?
Right Horizons - Alliance is a Multi Asset PMS strategy from Right Horizons, managed by Anil Rego. It follows a Growth style, is benchmarked to the NSE Multi Asset Index 2, and carries a Nyra score of 5.0/10.
Who should consider Right Horizons - Alliance?
It suits investors with a five-year-plus horizon who want active Multi Asset exposure and can stay invested through market drawdowns. The SEBI minimum is ₹50 L.
What returns has it delivered?
Since inception (Jul 2014) it has compounded at roughly 8.8% a year, with a 3-year CAGR of 12.1% against 11.3% for the NSE Multi Asset Index 2. Returns are net of fees; past performance is not a guarantee of future results.
What are the fees and lock-in?
1.75% fixed, with a performance fee of Performance-linked. Exit / lock-in terms: Exit Load: 1 Year:1% (For redemption above 12% of the asset ….
How risky is it?
Like all market-linked products it can fall in value; the worst drawdown on record is about −11.5%. Right Horizons is SEBI-registered and reports monthly. This page is information, not investment advice.
