Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Flexi Cap vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Flexi Cap
Roha Asset Managers - Emerging Champion
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.04%
0.18%
6 Months
0.68%
10.94%
1 Year
4.83%
1.03%
3 Years
11.13%
11.45%
5 Years
9.90%
15.19%
Since Inception
12.28%
27.03%
Fund Age
15 yrs 2 mo
5 yrs 11 mo
AUM
₹29.37 Cr
₹298.71 Cr
Alpha – 1 Year
0.11%
−3.69%
Alpha – 3 Years
−0.96%
−0.64%
Information Ratio – 3 Years
-0.05
-0.04
Volatility – 1 Year
19.36%
27.68%
Volatility – 3 Years
17.04%
23.40%
Beta – 1 Year
1.09
1.45
Beta – 3 Years
1.00
1.22
Sharpe Ratio – 1 Year
0.06
-0.03
Sharpe Ratio – 3 Years
0.43
0.35
Worst Rolling Year
-9.48%
—
Value at Worst Rolling Year
₹0.91 Cr
—
Deepest Drawdown
−20.50%
—
Recovery Period
315 days
—
1-Year Rolling Windows Positive
93.37%
—
Median Rolling Year
15.70%
—
5-Year Rolling Windows Positive
98.37%
—
Market-Cap Mix
L 58% · M 7% · S 23%
L 2% · M 2% · S 86%
Number of Stocks
23
36
Portfolio P/E
35.03
23.57
Top 5 Holdings
Cash & Cash Equivalent · 17.23%
Adani Ports & Special Economic Zone Ltd · 6.28%
Shriram Finance Ltd · 5.88%
HDFC Bank Ltd · 5.22%
Eicher Motors Ltd · 4.95%
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 · 30.17%
Services · 12.70%
Capital Goods · 9.86%
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)
1% / 0% / 0%
1% / 0% / 0%