Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Roha Asset Managers - Emerging Champion
Samvitti-PMS Long Term Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.18%
7.49%
6 Months
10.94%
27.88%
1 Year
1.03%
29.03%
3 Years
11.45%
18.18%
5 Years
15.19%
15.45%
Since Inception
27.03%
16.74%
Fund Age
5 yrs 11 mo
10 yrs 9 mo
AUM
₹298.71 Cr
₹245.99 Cr
Alpha – 1 Year
−3.69%
24.31%
Alpha – 3 Years
−0.64%
6.09%
Information Ratio – 3 Years
-0.04
0.49
Volatility – 1 Year
27.68%
21.97%
Volatility – 3 Years
23.40%
17.89%
Beta – 1 Year
1.45
1.05
Beta – 3 Years
1.22
0.93
Sharpe Ratio – 1 Year
-0.03
1.03
Sharpe Ratio – 3 Years
0.35
0.70
Worst Rolling Year
—
1.53%
Value at Worst Rolling Year
—
₹1.02 Cr
Deepest Drawdown
—
−20.27%
Recovery Period
—
205 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 2% · S 86%
L 36% · M 27% · S 36%
Number of Stocks
36
44
Portfolio P/E
23.57
69.76
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%
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%