Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Roha Asset Managers - Emerging Champion
Sameeksha - Equity Fund
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%
−0.38%
6 Months
10.94%
11.48%
1 Year
1.03%
7.29%
3 Years
11.45%
16.29%
5 Years
15.19%
16.45%
Since Inception
27.03%
20.67%
Fund Age
5 yrs 11 mo
10 yrs 4 mo
AUM
₹298.71 Cr
₹1,333.94 Cr
Alpha – 1 Year
−3.69%
2.57%
Alpha – 3 Years
−0.64%
4.20%
Information Ratio – 3 Years
-0.04
0.52
Volatility – 1 Year
27.68%
21.33%
Volatility – 3 Years
23.40%
16.22%
Beta – 1 Year
1.45
1.18
Beta – 3 Years
1.22
0.93
Sharpe Ratio – 1 Year
-0.03
0.18
Sharpe Ratio – 3 Years
0.35
0.69
Worst Rolling Year
—
-0.52%
Value at Worst Rolling Year
—
₹0.99 Cr
Deepest Drawdown
—
−19.36%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
—
98.89%
Median Rolling Year
—
25.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 2% · S 86%
—
Number of Stocks
36
50
Portfolio P/E
23.57
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
—
Fixed Fee
2.50% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 0% / 0%