Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs Roha Asset Managers - Emerging Champion
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.78%
0.18%
6 Months
11.75%
10.94%
1 Year
−2.37%
1.03%
3 Years
17.81%
11.45%
5 Years
14.66%
15.19%
Since Inception
18.91%
27.03%
Fund Age
23 yrs 5 mo
5 yrs 11 mo
AUM
₹3,220.2 Cr
₹298.71 Cr
Alpha – 1 Year
−5.35%
−3.69%
Alpha – 3 Years
5.93%
−0.64%
Information Ratio – 3 Years
0.54
-0.04
Volatility – 1 Year
21.49%
27.68%
Volatility – 3 Years
20.84%
23.40%
Beta – 1 Year
1.07
1.45
Beta – 3 Years
1.13
1.22
Sharpe Ratio – 1 Year
-0.27
-0.03
Sharpe Ratio – 3 Years
0.64
0.35
Worst Rolling Year
-7.44%
—
Value at Worst Rolling Year
₹0.93 Cr
—
Deepest Drawdown
−27.33%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
94.32%
—
Median Rolling Year
14.52%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 28% · M 48% · S 19%
L 2% · M 2% · S 86%
Number of Stocks
27
36
Portfolio P/E
57.85
23.57
Top 5 Holdings
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
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
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%