Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Flexi Cap vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Right Horizons - Flexi Cap
Roha Asset Managers - Emerging Champion
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.94%
0.18%
6 Months
11.49%
10.94%
1 Year
3.89%
1.03%
3 Years
8.19%
11.45%
5 Years
11.02%
15.19%
Since Inception
10.97%
27.03%
Fund Age
13 yrs 8 mo
5 yrs 11 mo
AUM
₹360.51 Cr
₹298.71 Cr
Alpha – 1 Year
0.91%
−3.69%
Alpha – 3 Years
−3.69%
−0.64%
Information Ratio – 3 Years
-0.18
-0.04
Volatility – 1 Year
23.04%
27.68%
Volatility – 3 Years
19.34%
23.40%
Beta – 1 Year
1.26
1.45
Beta – 3 Years
1.17
1.22
Sharpe Ratio – 1 Year
0.04
-0.03
Sharpe Ratio – 3 Years
0.30
0.35
Worst Rolling Year
-8.10%
—
Value at Worst Rolling Year
₹0.92 Cr
—
Deepest Drawdown
−30.43%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
95.59%
—
Median Rolling Year
11.30%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 33%
L 2% · M 2% · S 86%
Number of Stocks
29
36
Portfolio P/E
37.17
23.57
Top 5 Holdings
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
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 · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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% / 1% / 0%
1% / 0% / 0%