Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Roha Asset Managers - Emerging Champion
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.18%
3.93%
6 Months
10.94%
25.32%
1 Year
1.03%
18.21%
3 Years
11.45%
32.70%
5 Years
15.19%
23.63%
Since Inception
27.03%
28.38%
Fund Age
5 yrs 11 mo
7 yrs 10 mo
AUM
₹298.71 Cr
₹8,686.39 Cr
Alpha – 1 Year
−3.69%
13.49%
Alpha – 3 Years
−0.64%
20.61%
Information Ratio – 3 Years
-0.04
1.92
Volatility – 1 Year
27.68%
22.97%
Volatility – 3 Years
23.40%
19.40%
Beta – 1 Year
1.45
1.12
Beta – 3 Years
1.22
0.98
Sharpe Ratio – 1 Year
-0.03
0.61
Sharpe Ratio – 3 Years
0.35
1.30
Worst Rolling Year
—
17.00%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
—
−22.23%
Recovery Period
—
227 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
30.47%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 2% · S 86%
L 37% · M 30% · S 25%
Number of Stocks
36
43
Portfolio P/E
23.57
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%