Portfolio Management Services (PMS)Compare Schemes
NJ - Multicap vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
NJ - Multicap
Roha Asset Managers - Emerging Champion
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.92%
0.18%
6 Months
8.20%
10.94%
1 Year
15.48%
1.03%
3 Years
18.05%
11.45%
5 Years
15.54%
15.19%
Since Inception
14.61%
27.03%
Fund Age
10 yrs 4 mo
5 yrs 11 mo
AUM
₹747.6 Cr
₹298.71 Cr
Alpha – 1 Year
15.83%
−3.69%
Alpha – 3 Years
9.06%
−0.64%
Information Ratio – 3 Years
0.72
-0.04
Volatility – 1 Year
18.67%
27.68%
Volatility – 3 Years
21.45%
23.40%
Beta – 1 Year
1.12
1.45
Beta – 3 Years
1.31
1.22
Sharpe Ratio – 1 Year
0.58
-0.03
Sharpe Ratio – 3 Years
0.64
0.35
Worst Rolling Year
-13.89%
—
Value at Worst Rolling Year
₹0.86 Cr
—
Deepest Drawdown
−30.97%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
77.45%
—
Median Rolling Year
21.11%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 35% · M 50% · S 14%
L 2% · M 2% · S 86%
Number of Stocks
25
36
Portfolio P/E
31.22
23.57
Top 5 Holdings
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
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 · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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)
1% / 0% / 0%
1% / 0% / 0%