Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Roha Asset Managers - Emerging Champion
Sowilo Multicap Fund
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%
3.12%
6 Months
10.94%
20.18%
1 Year
1.03%
17.30%
3 Years
11.45%
18.32%
5 Years
15.19%
—
Since Inception
27.03%
21.17%
Fund Age
5 yrs 11 mo
3 yrs 2 mo
AUM
₹298.71 Cr
₹171.55 Cr
Alpha – 1 Year
−3.69%
12.58%
Alpha – 3 Years
−0.64%
6.23%
Information Ratio – 3 Years
-0.04
0.82
Volatility – 1 Year
27.68%
24.39%
Volatility – 3 Years
23.40%
21.61%
Beta – 1 Year
1.45
1.30
Beta – 3 Years
1.22
1.25
Sharpe Ratio – 1 Year
-0.03
0.55
Sharpe Ratio – 3 Years
0.35
0.70
Worst Rolling Year
—
18.30%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
—
−26.88%
Recovery Period
—
487 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.41%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 2% · S 86%
L 4% · M 4% · S 88%
Number of Stocks
36
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%