Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Roha Asset Managers - Emerging Champion
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Roha Asset Managers - Emerging Champion
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
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%
12.27%
6 Months
10.94%
−1.13%
1 Year
1.03%
6.59%
3 Years
11.45%
20.44%
5 Years
15.19%
16.17%
Since Inception
27.03%
13.07%
Fund Age
5 yrs 11 mo
15 yrs 3 mo
AUM
₹298.71 Cr
—
Alpha – 1 Year
−3.69%
6.87%
Alpha – 3 Years
−0.64%
9.23%
Information Ratio – 3 Years
-0.04
1.61
Volatility – 1 Year
27.68%
20.58%
Volatility – 3 Years
23.40%
16.59%
Beta – 1 Year
1.45
1.21
Beta – 3 Years
1.22
1.13
Sharpe Ratio – 1 Year
-0.03
0.15
Sharpe Ratio – 3 Years
0.35
0.90
Worst Rolling Year
—
13.98%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
—
−16.19%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 2% · S 86%
L 73% · M 20% · S 7%
Number of Stocks
36
23
Portfolio P/E
23.57
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1.5% / 1% / 0.5%