Right Horizons Portfolio Management Pvt Ltd • Equity
RH-Perennial is an equity portfolio management service (PMS) strategy run by Right Horizons Portfolio Management Pvt Ltd, launched on 24 Mar 2021. As of 30 Sep 2026, it manages ₹31.19 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +2.94% over 1 year, +10.05% over 3 years and +10.21% over 5 years (+12.87% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 0.85 percentage points ahead of its benchmark. Its 3-year return ranks 276th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by ANIL FRANCIS REGO.
Ranked nearby on 3-year return: ABSL India 200 Quant Equity Portfolio (+10.07%), Metamorphosis Fund (+10.06%), Centrum Flexicap PORTFOLIO. (+10.04%), Imperial India Focused Equity (+10.00%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -4.39% |
| 3 Months | -0.38% |
| 1 Year | +2.94% |
| 3 Years | +10.05% |
| 5 Years | +10.21% |
| Since Inception | +12.87% |
| management fee | Fixed Fees: Option 1: FMC: 2.5% Option 2: FMC: 1.25% Option 3: FMC: 0% |
| performance fee | Variable Fees: Option 2: Hurdle: 10%,Profit Sharing 15% Option 3: Hurdle: 6%, Profit Sharing: 20% |
| exit load | 1st year: 0.5% 2nd Year: NIL |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callRH-Perennial has a 1-year return of +2.94%, a 3-year return of +10.05%, a 5-year return of +10.21% and +12.87% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, RH-Perennial returned +10.21% against +8.91% for the BSE 500 TRI, 1.30 percentage points ahead. Over 3 years it returned +10.05% against +9.20%; Over 1 year it returned +2.94% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, RH-Perennial's 3-year return of +10.05% ranks 276th as of 30 Sep 2026.
RH-Perennial is managed by ANIL FRANCIS REGO at Right Horizons Portfolio Management. The strategy manages ₹31.19 Cr of client assets as of 30 Sep 2026.
RH-Perennial manages ₹31.19 Cr of client assets as of 30 Sep 2026.
The fee structure for RH-Perennial includes: management fee: Fixed Fees: Option 1: FMC: 2.5% Option 2: FMC: 1.25% Option 3: FMC: 0%; performance fee: Variable Fees: Option 2: Hurdle: 10%,Profit Sharing 15% Option 3: Hurdle: 6%, Profit Sharing: 20%; exit load: 1st year: 0.5% 2nd Year: NIL.
The minimum investment for RH-Perennial is ₹50 Lakhs.
RH-Perennial was launched on 24 Mar 2021. It has a 5-year track record.
Description
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