Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Roha Asset Managers - Emerging Champion
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
0.18%
6 Months
10.60%
10.94%
1 Year
2.51%
1.03%
3 Years
7.68%
11.45%
5 Years
9.38%
15.19%
Since Inception
10.51%
27.03%
Fund Age
9 yrs 6 mo
5 yrs 11 mo
AUM
₹804.15 Cr
₹298.71 Cr
Alpha – 1 Year
2.94%
−3.69%
Alpha – 3 Years
−0.89%
−0.64%
Information Ratio – 3 Years
-0.08
-0.04
Volatility – 1 Year
21.76%
27.68%
Volatility – 3 Years
17.30%
23.40%
Beta – 1 Year
1.23
1.45
Beta – 3 Years
1.08
1.22
Sharpe Ratio – 1 Year
-0.04
-0.03
Sharpe Ratio – 3 Years
0.20
0.35
Worst Rolling Year
-3.22%
—
Value at Worst Rolling Year
₹0.97 Cr
—
Deepest Drawdown
−26.72%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
96.55%
—
Median Rolling Year
12.69%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 6% · S 61%
L 2% · M 2% · S 86%
Number of Stocks
42
36
Portfolio P/E
35.23
23.57
Top 5 Holdings
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
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
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%