Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
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
2.75%
0.18%
6 Months
26.95%
10.94%
1 Year
13.12%
1.03%
3 Years
17.80%
11.45%
5 Years
15.04%
15.19%
Since Inception
22.70%
27.03%
Fund Age
8 yrs
5 yrs 11 mo
AUM
₹357.26 Cr
₹298.71 Cr
Alpha – 1 Year
10.14%
−3.69%
Alpha – 3 Years
5.90%
−0.64%
Information Ratio – 3 Years
0.31
-0.04
Volatility – 1 Year
32.38%
27.68%
Volatility – 3 Years
25.45%
23.40%
Beta – 1 Year
1.68
1.45
Beta – 3 Years
1.37
1.22
Sharpe Ratio – 1 Year
0.36
-0.03
Sharpe Ratio – 3 Years
0.56
0.35
Worst Rolling Year
11.19%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−26.50%
—
Recovery Period
80 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
27.28%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 19% · S 59%
L 2% · M 2% · S 86%
Number of Stocks
42
36
Portfolio P/E
42.01
23.57
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%