Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
Roha Asset Managers - Emerging Champion
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.45%
0.18%
6 Months
16.85%
10.94%
1 Year
9.30%
1.03%
3 Years
14.05%
11.45%
5 Years
14.30%
15.19%
Since Inception
24.29%
27.03%
Fund Age
14 yrs 10 mo
5 yrs 11 mo
AUM
₹372.24 Cr
₹298.71 Cr
Alpha – 1 Year
4.58%
−3.69%
Alpha – 3 Years
1.97%
−0.64%
Information Ratio – 3 Years
0.33
-0.04
Volatility – 1 Year
21.18%
27.68%
Volatility – 3 Years
20.18%
23.40%
Beta – 1 Year
1.04
1.45
Beta – 3 Years
1.12
1.22
Sharpe Ratio – 1 Year
0.27
-0.03
Sharpe Ratio – 3 Years
0.49
0.35
Worst Rolling Year
-10.46%
—
Value at Worst Rolling Year
₹0.90 Cr
—
Deepest Drawdown
−23.77%
—
Recovery Period
99 days
—
1-Year Rolling Windows Positive
93.61%
—
Median Rolling Year
27.35%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 2% · M 2% · S 86%
Number of Stocks
—
36
Portfolio P/E
—
23.57
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
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
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
1% / 0% / 0%