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RH-PERENNIAL

Right Horizons Portfolio Management Pvt Ltd

26.64 CR AUM

RH-PERENNIAL

RH-PERENNIAL

Right Horizons Portfolio Management Pvt Ltd

26.64 CR AUM

BSE 500 TRI
Benchmark
5yr 0mo
Age
EQUITY
Strategy
Option 1: FMC: 2.5% Option 2: FMC: 1.25% Option 3: FMC: 0%
Fixed Fees
Option 2: Hurdle: 10%,Profit Sharing 15% Option 3: Hurdle: 6%, Profit Sharing: 20%
Variable Fees
1st year: 0.5% 2nd Year: NIL
Exit Load
BSE 500 TRI
Benchmark
5yr 0mo
Age
EQUITY
Strategy
Option 1: FMC: 2.5% Option 2: FMC: 1.25% Option 3: FMC: 0%
Fixed Fees
Option 2: Hurdle: 10%,Profit Sharing 15% Option 3: Hurdle: 6%, Profit Sharing: 20%
Variable Fees
1st year: 0.5% 2nd Year: NIL
Exit Load
Fund manager

anil francis rego

Fund Manager
EQUITYStrategies

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.

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.

Purpose

RH Perennial strategy focuses on identifying multibagger businesses through a growth and value framework that combines superior earnings growth with reasonable valuations. The investment approach emphasizes buying growth businesses where earnings can double over the next three to five years while valuation discounts relative to industry leaders narrow as markets recognize the earnings trajectory. The portfolio construction process begins with screening more than 5000 companies to identify sectors where profit pools are consolidating and where emerging leaders can build durable competitive advantages. The investment framework prioritizes businesses with strong capital allocation history, sustainable competitive advantage, scalable business models and superior earnings visibility. Corporate governance and promoter quality checks form a core part of the process through detailed forensic accounting analysis including evaluation of cash flows, balance sheet strength, debt levels, related party transactions and promoter track record. Portfolio construction is concentrated with approximately 15 to 20 breakout businesses selected from the research universe with focus on companies demonstrating above industry growth in revenue and earnings. Stock examples that reflect the investment framework include Trent, Titan Company, Varun Beverages, KEI Industries, Safari Industries, JB Chemicals and Pharmaceuticals, Sonata Software and Coforge which represent companies with strong earnings growth and scalable business models. Sector agnostic. Small cap and mid cap focused.

Investment Approach v/s Benchmark Metrics

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1M IA return
-10.57%
1M benchmark return
-11.37%
Alpha
0.80%
1M Wealth multiple
0.89x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-10.57%
1M benchmark return
-11.37%
Alpha
0.80%
1M Wealth multiple
0.89x

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