Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Roha Asset Managers - Emerging Champion
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.18%
2.31%
6 Months
10.94%
2.53%
1 Year
1.03%
6.47%
3 Years
11.45%
7.48%
5 Years
15.19%
—
Since Inception
27.03%
8.12%
Fund Age
5 yrs 11 mo
3 yrs 3 mo
AUM
₹298.71 Cr
₹32.76 Cr
Alpha – 1 Year
−3.69%
−0.39%
Alpha – 3 Years
−0.64%
−3.56%
Information Ratio – 3 Years
-0.04
-0.35
Volatility – 1 Year
27.68%
5.60%
Volatility – 3 Years
23.40%
5.15%
Beta – 1 Year
1.45
0.43
Beta – 3 Years
1.22
0.49
Sharpe Ratio – 1 Year
-0.03
0.22
Sharpe Ratio – 3 Years
0.35
0.41
Worst Rolling Year
—
6.82%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−8.35%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.67%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 2% · S 86%
—
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%
—
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%