Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Roha Asset Managers - Emerging Champion
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
0.18%
6 Months
−5.56%
10.94%
1 Year
34.70%
1.03%
3 Years
27.41%
11.45%
5 Years
32.51%
15.19%
Since Inception
32.15%
27.03%
Fund Age
13 yrs 6 mo
5 yrs 11 mo
AUM
₹2,318.72 Cr
₹298.71 Cr
Alpha – 1 Year
35.05%
−3.69%
Alpha – 3 Years
18.41%
−0.64%
Information Ratio – 3 Years
1.03
-0.04
Volatility – 1 Year
21.67%
27.68%
Volatility – 3 Years
15.53%
23.40%
Beta – 1 Year
0.28
1.45
Beta – 3 Years
0.35
1.22
Sharpe Ratio – 1 Year
1.24
-0.03
Sharpe Ratio – 3 Years
1.31
0.35
Worst Rolling Year
-17.36%
—
Value at Worst Rolling Year
₹0.83 Cr
—
Deepest Drawdown
−21.72%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
88.36%
—
Median Rolling Year
37.79%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 4% · M 6% · S 13%
L 2% · M 2% · S 86%
Number of Stocks
9
36
Portfolio P/E
14.68
23.57
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Financial Services · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%