Right Horizons Portfolio Management Pvt Ltd
RHPMPL- SUPER VALUE M&S CAP PORTFOLIO
The Portfolio invests in Mid & Small Cap
AUM₹214 Cr
1Y vs bench+20.5
1Y+18.1%
3Y+13.2%CAGR
5Y+14.9%CAGR
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Independent research on India's Portfolio Management Services. Compare returns against benchmark, fees, AUM and portfolio turnover for any approach — from official disclosures, with no paid placements.
CAPM (Capital Asset Pricing Model) estimates the return an investor should reasonably demand for a given level of market risk. If you invest in a large-cap portfolio, your 1-year required return is the CAPM · 1yr for Large Cap.
Check your Jensen Alpha →Parameters derived from nseindices.com. Read more
| Segment / Sector | CAPM · 1 yr | CAPM · 5 yr |
|---|---|---|
| Large Cap | -5.41% | 7.07% |
| Mid Cap | 4.47% | 15.24% |
| Small Cap | 7.26% | 14.83% |
| Debt | 6.87% | 6.63% |
| Hybrid | 7.12% | 11.18% |
| Multi Asset | 3.80% | 9.09% |
As on 30 September 2026: figures are as on the last day of the preceding month.
“Losing less in the down market is better than being the best in the up-market.”
“There is a time, however, when we consider it essential to beat the market — and that's in the bad years. So it's our goal to find funds that do as well as the market when it does well, and better than the market when it does poorly. It may sound like a modest goal, but it's really quite ambitious.”
Howard Marks
Chairman, Oaktree Capital Management
The Portfolio invests in Mid & Small Cap
TO SEEK CAPITAL APPRECIATION OVER LONG TERM
To provide long-term capital appreciation by predominantly investing into mid and small-cap companies which have the potential to grow faster than economic growth, high return ratios, and strong management.
Disclaimer. Editorial selections shown for information only — not investment advice or a recommendation to invest. Kindlyy refer to the Disclaimer section. Past performance is not indicative of future results. Consult a SEBI-registered Investment adviser or APMI registered APRN holder before investing.
Filter by asset class and rank by return, vs-benchmark or AUM.
| Strategy | Category | AUM (Cr) | 12M | 36M | vs BM |
|---|---|---|---|---|---|
| 01XPONENT TRIBE LLP - XPONENT TRIBE MANAGED WEALTH PORTFOLIO Xponent Tribe LLP | Multi Asset | 178 | +78.6 | 0.0 | +75.4 |
| 02Xponent Tribe Long-term Equity Portfolio Xponent Tribe LLP | Equity | 297 | +69.6 | 0.0 | +71.9 |
| 03Aggressive Long Term Capital Appreciation Dalal & Broacha Stock Broking Pvt. Ltd. | Equity | 246 | +62.9 | +27.2 | +70.0 |
| 04SAHASRAR CONCENTRATED GROWTH PORTFOLIO Sahasrar Capital Pvt Ltd | Equity | 2,055 | +57.4 | +47.0 | +65.9 |
| 05EMERGING LEADERS Solidarity Advisors Private Limited | Equity | 147 | +52.2 | +19.9 | +54.5 |
Risk profiling is important for selecting the right investment strategy according to an investor's financial goals, investment horizon and risk tolerance. It reduces expectation mismatch.
Check your Risk Profile →| Attribute | Conservative | Balanced | Aggressive |
|---|---|---|---|
| Risk Tolerance | Low | Moderate | High |
| Primary Objective | Capital preservation | Growth with stability | Maximum capital growth |
| Expected Returns | Low to Moderate | Moderate | High |
| Volatility Acceptance | Low | Moderate | High |
| Typical Asset Allocation | 20% Equity / 80% Debt | 50% Equity / 50% Debt | 80% Equity / 20% Debt |
Line up any three approaches and compare them on asset class, benchmark, fees, AUM, return-vs-benchmark and portfolio turnover — the figures that actually decide which is right for you.
Open comparison tool →Illustrative sample — open the tool for live figures.
No paid placements, no hidden league tables. The numbers are the numbers — official and updated every month.
Members generate branded reports and client-ready collateral straight from the platform.
Performance against benchmark, fees, turnover and manager track record — not just a single trailing number.
Decades of combined capital-markets expertise distilled into tools any investor can use.
How Portfolio Management Services compare with Category I & II and Category III Alternative Investment Funds.
| Feature | PMS | AIF · Cat I & II | AIF · Cat III |
|---|---|---|---|
| Target investor | HNIs wanting a personalised, actively managed portfolio | Ultra-HNIs & institutions backing unlisted / early-stage assets | Sophisticated investors seeking active listed-market strategies |
| Minimum investment | ₹50 lakh | ₹1 crore | ₹1 crore |
| Structure | Separately managed — securities held directly in your name | Pooled, close-ended; private equity, VC, infrastructure or debt | Pooled; long-short & derivative strategies in listed markets |
| Strategies | Customisable — thematic, concentrated or sectoral | Venture capital, private equity, infrastructure, debt & social funds | Long-short equity, arbitrage, derivatives & hedge strategies |
| Taxation | Taxed in your hands, security by security | Pass-through — taxed directly in the investor's hands | Taxed at the fund level (no pass-through) |
| Liquidity | Moderate — subject to an exit-notice period | Low — closed-ended, multi-year lock-in | Moderate — open or close-ended, per scheme |
| Suitability | HNIs wanting active, customised portfolio control | Long-horizon investors comfortable with illiquidity | Investors seeking active, higher-risk market strategies |
How a professionally managed PMS compares with buying and managing shares yourself.
| Parameter | Professionally Managed PMS | Personally Managed Equity Holdings |
|---|---|---|
| Portfolio management | Managed by a professional portfolio manager and investment team | Managed directly by the investor |
| Investment process | Typically follows a defined investment philosophy, mandate and portfolio-construction process | Depends on the investor's individual approach and discipline |
| Research | Supported by professional research, financial analysis and investment processes | Depends on the investor's research capability, information access and available time |
| Stock selection | Based on the PMS strategy and the manager's investment framework | Based on the investor's own analysis, advice or preferences |
| Portfolio construction | Portfolio weights and holdings are generally constructed within a defined strategy | May or may not follow a formal portfolio-construction framework |
| Risk management | Risk is monitored as part of the professional portfolio-management process | The investor needs to establish and monitor risk independently |
| Diversification | Managed according to the strategy's portfolio approach | Depends entirely on the investor's decisions |
| Portfolio monitoring | Continuously monitored by the portfolio-management team | Requires regular monitoring by the investor |
| Buy/sell discipline | Decisions follow the manager's investment process and strategy |
Why Portfolio Construction Is a Science, Not a Collection of Top-Performing Mutual Funds
26 Oct 2026 · 5 minPMSInsights.in — Beyond Returns. Beyond Analytics. Towards Meaningful Investor Engagement.
15 Oct 2026 · 5 minAUM tells you how BIG the PMS is. Analytics tell you how GOOD it is. Look Beyond AUM. Look Beyond Returns.
05 Oct 2026 · 5 minThe month's notable performance moves, a manager view and one deep-dive — sent once, with nothing in between.
Generate a branded, personalised and customised investment approach report across any filter. Available to Pro and Premium members.
| Decisions can be influenced by personal judgement and behavioural biases |
| Dealing with underperformers | Holdings can be reviewed against the investment thesis and portfolio objectives | Investors may sometimes keep holding stocks because of anchoring, familiarity or emotional attachment |
| Market volatility | Portfolio decisions are handled by the professional manager within the strategy | The investor personally decides how to react to market movements |
| Performance measurement | Performance can be evaluated against an appropriate benchmark and a disclosed strategy | Investors need to calculate portfolio-level returns and select an appropriate benchmark |
| Risk analytics | Can be assessed through measures such as volatility, drawdown and capture ratios where sufficient data is available | These measures are often not calculated by individual investors |
| Time commitment | Investment management is delegated to the portfolio manager | Requires the investor's own time for research, tracking and decision-making |
| Accountability | The portfolio manager operates within a regulated PMS framework and client agreement | The investor is personally responsible for investment decisions |
| Ownership of securities | Securities are held for the individual client rather than through a pooled mutual-fund structure | Securities are directly owned by the investor |
| Costs | Management, performance and/or other applicable PMS charges may apply | Brokerage, taxes and other transaction/account charges may apply; no PMS management fee |
| Minimum investment | 1. Generally ₹50 lakh for a PMS client under the applicable SEBI framework 2. ₹25 lakh for a PMS that invests in MF (direct), SIF (direct) or ETF (direct) | No comparable minimum for buying listed shares directly |
| Key risk | Market risk remains; performance also depends on the portfolio manager's decisions and strategy | Market risk remains; outcomes depend heavily on the investor's decisions and discipline |
| Core difference | Professional process + research + portfolio discipline | Personal control + individual judgement + self-monitoring |