AIF · Equity · CAT III - LONG ONLY
Roha Emerging Companies Fund
IRRSince inception18.59%
Alpha (3Y)21.01%
3Y return30.69%
Fund age4 yrs 3 mo
Growth of₹Cr
Roha Emerging Companies
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Roha Emerging Companies | — | −18.87% | 17.17% | 30.69% | — | 18.59% |
| NIFTY 50 TRI | −12.67% | 1.60% | 9.62% | 14.60% | — | 12.92% |
| Excess over benchmark | — | −20.47% | 7.55% | 16.09% | — | 5.67% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 28 Feb 2023.
Risk : What you take on to earn the return
Volatility
33.88%
Benchmark approx 22.16%
A standard deviation reflecting historical swings.
Sensitivity
1.27
Beta vs benchmark 1.00 · 27% more reactive
How strongly the scheme moves with the index.
Risk-reward
1.15
Sharpe
Excess return gained per unit of volatility.
Portfolio Details : Where the money actually sits
P/E ratio
20.86
P/B ratio
2.94
Dividend yield
0.44%
Avg market cap
₹6,100 Cr
Median market cap
₹4,457 Cr
Asset class
Equity
Market cap
Large cap
Mid cap4.48%
Small cap21.03%
Cash & others
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