Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs SBI AEON ALPHA PMS
Add SchemeReturn 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%
0.41%
6 Months
10.94%
20.81%
1 Year
1.03%
15.63%
3 Years
11.45%
13.76%
5 Years
15.19%
—
Since Inception
27.03%
14.77%
Fund Age
5 yrs 11 mo
4 yrs 6 mo
AUM
₹298.71 Cr
₹751.68 Cr
Alpha – 1 Year
−3.69%
16.06%
Alpha – 3 Years
−0.64%
5.19%
Information Ratio – 3 Years
-0.04
0.25
Volatility – 1 Year
27.68%
18.90%
Volatility – 3 Years
23.40%
16.75%
Beta – 1 Year
1.45
0.89
Beta – 3 Years
1.22
0.79
Sharpe Ratio – 1 Year
-0.03
0.57
Sharpe Ratio – 3 Years
0.35
0.53
Worst Rolling Year
—
13.60%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
—
−21.60%
Recovery Period
—
476 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.94%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 2% · S 86%
L 16% · M 11% · S 70%
Number of Stocks
36
—
Portfolio P/E
23.57
—
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
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)
1% / 0% / 0%
1% / 0% / 0%