Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Roha Asset Managers - Emerging Champion
SMC Global - Growth
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%
5.80%
6 Months
10.94%
20.03%
1 Year
1.03%
17.27%
3 Years
11.45%
12.81%
5 Years
15.19%
11.98%
Since Inception
27.03%
14.70%
Fund Age
5 yrs 11 mo
6 yrs 10 mo
AUM
₹298.71 Cr
₹201.68 Cr
Alpha – 1 Year
−3.69%
12.55%
Alpha – 3 Years
−0.64%
0.73%
Information Ratio – 3 Years
-0.04
0.15
Volatility – 1 Year
27.68%
22.73%
Volatility – 3 Years
23.40%
20.11%
Beta – 1 Year
1.45
1.17
Beta – 3 Years
1.22
1.13
Sharpe Ratio – 1 Year
-0.03
0.58
Sharpe Ratio – 3 Years
0.35
0.44
Worst Rolling Year
—
7.98%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
—
−25.65%
Recovery Period
—
520 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 2% · S 86%
L 38% · M 4% · S 49%
Number of Stocks
36
24
Portfolio P/E
23.57
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%