Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Excel vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Excel
Roha Asset Managers - Emerging Champion
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 9.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
0.18%
6 Months
5.22%
10.94%
1 Year
8.94%
1.03%
3 Years
10.33%
11.45%
5 Years
10.77%
15.19%
Since Inception
10.49%
27.03%
Fund Age
9 yrs 9 mo
5 yrs 11 mo
AUM
₹67.62 Cr
₹298.71 Cr
Alpha – 1 Year
−0.44%
−3.69%
Alpha – 3 Years
0.76%
−0.64%
Information Ratio – 3 Years
0.44
-0.04
Volatility – 1 Year
2.31%
27.68%
Volatility – 3 Years
1.38%
23.40%
Beta – 1 Year
0.41
1.45
Beta – 3 Years
0.46
1.22
Sharpe Ratio – 1 Year
1.46
-0.03
Sharpe Ratio – 3 Years
3.36
0.35
Worst Rolling Year
9.87%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
10.78%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 2% · M 2% · S 86%
Number of Stocks
17
36
Portfolio P/E
—
23.57
Top 5 Holdings
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
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
Others · 99.75%
Government · 0.23%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%