Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham 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
5.49%
0.18%
6 Months
9.46%
10.94%
1 Year
17.52%
1.03%
3 Years
14.28%
11.45%
5 Years
9.02%
15.19%
Since Inception
12.49%
27.03%
Fund Age
5 yrs 11 mo
5 yrs 11 mo
AUM
₹1,633.45 Cr
₹298.71 Cr
Alpha – 1 Year
12.80%
−3.69%
Alpha – 3 Years
2.19%
−0.64%
Information Ratio – 3 Years
0.28
-0.04
Volatility – 1 Year
23.87%
27.68%
Volatility – 3 Years
18.97%
23.40%
Beta – 1 Year
1.12
1.45
Beta – 3 Years
1.06
1.22
Sharpe Ratio – 1 Year
0.57
-0.03
Sharpe Ratio – 3 Years
0.55
0.35
Worst Rolling Year
7.21%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−20.29%
—
Recovery Period
549 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.49%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 11% · S 40%
L 2% · M 2% · S 86%
Number of Stocks
—
36
Portfolio P/E
24.05
23.57
Top 5 Holdings
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
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
2.50% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 25%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%