Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
0.18%
6 Months
24.60%
10.94%
1 Year
7.56%
1.03%
3 Years
20.98%
11.45%
5 Years
—
15.19%
Since Inception
24.10%
27.03%
Fund Age
4 yrs 4 mo
5 yrs 11 mo
AUM
₹3.89 Cr
₹298.71 Cr
Alpha – 1 Year
4.58%
−3.69%
Alpha – 3 Years
9.08%
−0.64%
Information Ratio – 3 Years
0.07
-0.04
Volatility – 1 Year
32.74%
27.68%
Volatility – 3 Years
27.24%
23.40%
Beta – 1 Year
1.49
1.45
Beta – 3 Years
1.30
1.22
Sharpe Ratio – 1 Year
0.20
-0.03
Sharpe Ratio – 3 Years
0.49
0.35
Worst Rolling Year
17.91%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−34.40%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.17%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 2% · M 2% · S 86%
Number of Stocks
27
36
Portfolio P/E
52.77
23.57
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%