Portfolio Management Services (PMS)Compare Schemes
NBC - Seeking Alpha vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
NBC - Seeking Alpha
Roha Asset Managers - Emerging Champion
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 6.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
0.18%
6 Months
12.65%
10.94%
1 Year
22.80%
1.03%
3 Years
18.05%
11.45%
5 Years
41.98%
15.19%
Since Inception
7.54%
27.03%
Fund Age
9 yrs 2 mo
5 yrs 11 mo
AUM
₹9.17 Cr
₹298.71 Cr
Alpha – 1 Year
24.84%
−3.69%
Alpha – 3 Years
11.40%
−0.64%
Information Ratio – 3 Years
—
-0.04
Volatility – 1 Year
21.50%
27.68%
Volatility – 3 Years
17.94%
23.40%
Beta – 1 Year
—
1.45
Beta – 3 Years
—
1.22
Sharpe Ratio – 1 Year
0.82
-0.03
Sharpe Ratio – 3 Years
0.76
0.35
Worst Rolling Year
-34.33%
—
Value at Worst Rolling Year
₹0.66 Cr
—
Deepest Drawdown
−18.33%
—
Recovery Period
81 days
—
1-Year Rolling Windows Positive
68.37%
—
Median Rolling Year
26.92%
—
5-Year Rolling Windows Positive
74.51%
—
Market-Cap Mix
L 13% · M 14% · S 73%
L 2% · M 2% · S 86%
Number of Stocks
18
36
Portfolio P/E
18.68
23.57
Top 5 Holdings
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
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 · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
15% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%