Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
Roha Asset Managers - Emerging Champion
SRE - Shield
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%
−0.37%
6 Months
10.94%
3.64%
1 Year
1.03%
6.24%
3 Years
11.45%
9.36%
5 Years
15.19%
8.05%
Since Inception
27.03%
9.66%
Fund Age
5 yrs 11 mo
8 yrs 3 mo
AUM
₹298.71 Cr
₹32.8 Cr
Alpha – 1 Year
−3.69%
6.59%
Alpha – 3 Years
−0.64%
0.36%
Information Ratio – 3 Years
-0.04
0.14
Volatility – 1 Year
27.68%
18.27%
Volatility – 3 Years
23.40%
15.46%
Beta – 1 Year
1.45
1.08
Beta – 3 Years
1.22
1.07
Sharpe Ratio – 1 Year
-0.03
0.15
Sharpe Ratio – 3 Years
0.35
0.34
Worst Rolling Year
—
6.25%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
—
−22.11%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 2% · S 86%
L 58% · M 28% · S 8%
Number of Stocks
36
33
Portfolio P/E
23.57
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%