A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Right Horizons - India Business Leader
Acepro - Large Cap Strategy
Fund Summary
Category
LARGE CAP
LARGE CAP
AUM (₹ cr)
UNDISC.
UNDISC.
Fixed Fee
2.50%
1.00%
Variable Fee
1.25%
No Option
Hurdle Rate
10%
10.00%
Profit Sharing
15% Profit sharing above 10% Hurdle
20% Profit sharing above 10% Hurdle
Benchmark
Nifty 50 TRI
Nifty 50 TRI
Portfolio Age
12 years, 4 months
6 years, 1 months
Trailing Returns
Portfolio Manager
Anil Rego
Iqbal Singh
Profile
Anil Rego is the CEO and founder of Right Horizons, an end-to-end Investment advisory and wealth management firm. An MBA and CFA degree holder, Anil believes in the Contrarian approach of wealth management. His areas of expertise includes Corpus fund management, tax planning and end to end financial planning for both residents and NRI investors .Anil has worked for Wipro as Business Planning and Merger and Acquisition Manager before starting Right Horizons in October 2003. RightHorizons has branches across Bangalore, Mumbai, Chennai and Hyderabad.Anil has been a columnist in leading Indian newspapers. He also routinely answers queries in mainline publications and websites. He is also a Guest Lecturer with various business schools like ICFAI, ITM and Union Bank School of management. Anil has also served as member, Board of Governors, at IBSAF.
An entrepreneur with rich experience of 20 years with leading Private & Foreign Banks, He is one of the founding member of HDFC Private Banking Group. In his last assignment with CITIBANK N.A, his role was to handle Investments & Insurance business in North and was awarded as the Shooting Star of the bank.He is the Founder & Managing Director, Innovative Financial Management Private Limited. Under his leadership, IFM has been awarded the Best Regional Financial Advisor Awards in 2009 2010 & 2013 by CNBC TV18.He is on the Advisory Board of first SBI AIF Fund(PIPE).
Detailed Portfolio
Allocation by Market Cap
Large Cap66.37%
Mid Cap30.21%
Small Cap3.42%
Large Cap85.18%
Mid Cap
Small Cap4.12%
Sector Holdings
Automobile and Auto Components
10.38%
Capital Goods
7.78%
Consumer Services
13.26%
Financial Services
29.26%
Information Technology
13.21%
Automobile and Auto Components
5.99%
Construction
4.67%
Financial Services
36.87%
Information Technology
13.6%
Oil, Gas & Consumable Fuels
8.16%
Telecommunication
5.35%
Stock Holdings
Coforge Limited
5.47%
ICICI Bank Ltd.
6.99%
Max Healthcare Institute Limited
6.38%
Polycab India Limited
6.22%
Reliance Industries Ltd
6.24%
Trent Ltd [Lakme Ltd]
9.48%
Bharti Airtel Ltd
5.6%
HDFC Bank Ltd
12.15%
ICICI Bank Ltd
7.13%
Infosys Ltd
6.03%
Reliance Industries Ltd
8.16%
Tata Consultancy Services Ltd.
6.05%
Investment Details
Min. Investment
₹5000000
₹5000000
SIP Option
Available
Not Available
STP Option
Available
Not Available
Exit Load
Exit load is 2.00% if redeemed in 0-1 year, 1.00% if redeemed in >1-2 years, 0% thereafter.
Exit load is 0.00% if redeemed in 0-1 year, 0% thereafter.