Strategy performance
RH PERENNIAL
Right Horizons Portfolio Management Private Limited · AUM ₹32.4 Cr · as of Aug 2026
Our read
₹100 grew to ₹189.4 since inception (+19.5% CAGR), with a max drawdown of −31.6%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+11.9%
Since inception
+19.5%
Max drawdown
−31.6%
Volatility
+21.2%
Peer position
Loading peer ranks…
Performance
RH PERENNIAL₹189.4Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −6.1% | −2.6% | −10.6% | +18.7% | +2.9% | +5.0% | −0.2% | +4.4% | +9.3% | ||||
| 2025 | −12.1% | −15.6% | +7.5% | −1.4% | +3.3% | −2.8% | +2.4% | +2.6% | +2.2% | +3.4% | −1.9% | −2.9% | −16.4% |
| 2024 | +1.2% | +1.3% | −2.6% | +3.8% | −4.9% | +11.2% | +3.2% | +8.8% | +1.4% | −0.1% | +5.1% | +0.6% | +31.8% |
| 2023 | +0.3% | +1.0% | +6.4% | +5.5% | +7.6% | +5.2% | +4.9% | +0.5% | −1.1% | +10.8% | +5.6% | +57.3% |
Metrics
Tearsheet- 1M return
- +4.4%
- 3M return
- +9.4%
- 6M return
- +19.5%
- 1Y return
- +10.0%
- 2Y CAGR
- −1.1%
- 3Y CAGR
- +11.9%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +19.5%
- Total return
- +89.4%
- Average month
- +1.7%
- Median month
- +2.2%
- Average up month
- +4.7%
- Best month
- +18.7%
- Best rolling 12M
- +60.8%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Aug 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
RH PERENNIAL performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has RH PERENNIAL performed?
- RH PERENNIAL (Right Horizons Portfolio Management Private Limited) shows CAGR 19.50% and max drawdown -31.63% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is RH PERENNIAL CAGR / max drawdown?
- CAGR is 19.50%; max drawdown is -31.63%. We only publish CAGR when there are enough months (≥12 on this track of 43 months). Learn more
- Where do RH PERENNIAL returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite RH PERENNIAL?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more