Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
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
−0.92%
0.18%
6 Months
32.15%
10.94%
1 Year
16.77%
1.03%
3 Years
19.00%
11.45%
5 Years
20.10%
15.19%
Since Inception
27.01%
27.03%
Fund Age
6 yrs 10 mo
5 yrs 11 mo
AUM
₹247.64 Cr
₹298.71 Cr
Alpha – 1 Year
13.79%
−3.69%
Alpha – 3 Years
7.10%
−0.64%
Information Ratio – 3 Years
0.30
-0.04
Volatility – 1 Year
39.13%
27.68%
Volatility – 3 Years
29.47%
23.40%
Beta – 1 Year
1.87
1.45
Beta – 3 Years
1.36
1.22
Sharpe Ratio – 1 Year
0.42
-0.03
Sharpe Ratio – 3 Years
0.55
0.35
Worst Rolling Year
15.03%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−35.86%
—
Recovery Period
94 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
31.90%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 80%
L 2% · M 2% · S 86%
Number of Stocks
42
36
Portfolio P/E
42.30
23.57
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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%