Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Roha Asset Managers - Emerging Champion
SageOne - Smallcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.18%
0.91%
6 Months
10.94%
22.17%
1 Year
1.03%
13.49%
3 Years
11.45%
12.21%
5 Years
15.19%
11.23%
Since Inception
27.03%
22.14%
Fund Age
5 yrs 11 mo
7 yrs 4 mo
AUM
₹298.71 Cr
₹1,280.4 Cr
Alpha – 1 Year
−3.69%
8.77%
Alpha – 3 Years
−0.64%
0.12%
Information Ratio – 3 Years
-0.04
0.01
Volatility – 1 Year
27.68%
24.60%
Volatility – 3 Years
23.40%
22.41%
Beta – 1 Year
1.45
1.20
Beta – 3 Years
1.22
1.15
Sharpe Ratio – 1 Year
-0.03
0.41
Sharpe Ratio – 3 Years
0.35
0.39
Worst Rolling Year
—
4.49%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
—
−26.42%
Recovery Period
—
479 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.05%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 2% · S 86%
S 100%
Number of Stocks
36
18
Portfolio P/E
23.57
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%