Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite 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
0.11%
0.18%
6 Months
10.76%
10.94%
1 Year
8.14%
1.03%
3 Years
7.76%
11.45%
5 Years
10.03%
15.19%
Since Inception
11.69%
27.03%
Fund Age
6 yrs 8 mo
5 yrs 11 mo
AUM
₹87.23 Cr
₹298.71 Cr
Alpha – 1 Year
8.57%
−3.69%
Alpha – 3 Years
−0.81%
−0.64%
Information Ratio – 3 Years
0.02
-0.04
Volatility – 1 Year
23.09%
27.68%
Volatility – 3 Years
18.26%
23.40%
Beta – 1 Year
1.29
1.45
Beta – 3 Years
1.11
1.22
Sharpe Ratio – 1 Year
0.21
-0.03
Sharpe Ratio – 3 Years
0.22
0.35
Worst Rolling Year
6.59%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−25.42%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.94%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 1% · S 70%
L 2% · M 2% · S 86%
Number of Stocks
41
36
Portfolio P/E
25.23
23.57
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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%