Portfolio Management Services (PMS)
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Prime Synergy vs Roha Asset Managers - Emerging Champion

Prime Synergy
Roha Asset Managers - Emerging Champion
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Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.55%
0.18%
6 Months
8.19%
10.94%
1 Year
—
1.03%
3 Years
—
11.45%
5 Years
—
15.19%
Since Inception
8.73%
27.03%
Fund Age
8 mo
5 yrs 11 mo
AUM
₹35.83 Cr
₹298.71 Cr
Alpha – 1 Year
—
−3.69%
Alpha – 3 Years
—
−0.64%
Information Ratio – 3 Years
—
-0.04
Volatility – 1 Year
—
27.68%
Volatility – 3 Years
—
23.40%
Beta – 1 Year
—
1.45
Beta – 3 Years
—
1.22
Sharpe Ratio – 1 Year
—
-0.03
Sharpe Ratio – 3 Years
—
0.35
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 2% · M 2% · S 86%
Number of Stocks
—
36
Portfolio P/E
—
23.57
Top 5 Holdings
—
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
1.65% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0.5% / –
1% / 0% / 0%
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