Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Roha Asset Managers - Emerging Champion
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
0.18%
6 Months
25.00%
10.94%
1 Year
17.14%
1.03%
3 Years
16.20%
11.45%
5 Years
15.34%
15.19%
Since Inception
19.60%
27.03%
Fund Age
7 yrs 3 mo
5 yrs 11 mo
AUM
₹127.23 Cr
₹298.71 Cr
Alpha – 1 Year
12.42%
−3.69%
Alpha – 3 Years
4.43%
−0.64%
Information Ratio – 3 Years
0.38
-0.04
Volatility – 1 Year
23.12%
27.68%
Volatility – 3 Years
20.20%
23.40%
Beta – 1 Year
1.18
1.45
Beta – 3 Years
1.05
1.22
Sharpe Ratio – 1 Year
0.56
-0.03
Sharpe Ratio – 3 Years
0.61
0.35
Worst Rolling Year
13.55%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−26.74%
—
Recovery Period
143 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.50%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 19% · S 50%
L 2% · M 2% · S 86%
Number of Stocks
101
36
Portfolio P/E
52.20
23.57
Top 5 Holdings
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
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
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%