Portfolio Management Services (PMS)Compare Schemes
Marcellus -MeritorQ - PMS vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Marcellus -MeritorQ - PMS
Roha Asset Managers - Emerging Champion
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
0.18%
6 Months
5.19%
10.94%
1 Year
−0.45%
1.03%
3 Years
11.72%
11.45%
5 Years
—
15.19%
Since Inception
12.62%
27.03%
Fund Age
3 yrs 8 mo
5 yrs 11 mo
AUM
₹42.96 Cr
₹298.71 Cr
Alpha – 1 Year
−3.43%
−3.69%
Alpha – 3 Years
−0.17%
−0.64%
Information Ratio – 3 Years
-0.16
-0.04
Volatility – 1 Year
16.93%
27.68%
Volatility – 3 Years
15.20%
23.40%
Beta – 1 Year
0.92
1.45
Beta – 3 Years
0.91
1.22
Sharpe Ratio – 1 Year
-0.27
-0.03
Sharpe Ratio – 3 Years
0.45
0.35
Worst Rolling Year
11.64%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−20.38%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.01%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 39% · M 39% · S 22%
L 2% · M 2% · S 86%
Number of Stocks
—
36
Portfolio P/E
—
23.57
Top 5 Holdings
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
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
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%