Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Roha Asset Managers - Emerging Champion
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
0.18%
6 Months
10.86%
10.94%
1 Year
−4.49%
1.03%
3 Years
22.00%
11.45%
5 Years
21.09%
15.19%
Since Inception
7.35%
27.03%
Fund Age
8 yrs 9 mo
5 yrs 11 mo
AUM
₹1,454.75 Cr
₹298.71 Cr
Alpha – 1 Year
−7.47%
−3.69%
Alpha – 3 Years
10.11%
−0.64%
Information Ratio – 3 Years
0.32
-0.04
Volatility – 1 Year
31.30%
27.68%
Volatility – 3 Years
27.30%
23.40%
Beta – 1 Year
1.42
1.45
Beta – 3 Years
1.22
1.22
Sharpe Ratio – 1 Year
-0.18
-0.03
Sharpe Ratio – 3 Years
0.66
0.35
Worst Rolling Year
-30.88%
—
Value at Worst Rolling Year
₹0.69 Cr
—
Deepest Drawdown
−34.06%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
83.55%
—
Median Rolling Year
31.74%
—
5-Year Rolling Windows Positive
82.61%
—
Market-Cap Mix
L 0% · S 88%
L 2% · M 2% · S 86%
Number of Stocks
—
36
Portfolio P/E
—
23.57
Top 5 Holdings
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
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 · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 0%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%