Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Roha Asset Managers - Emerging Champion
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.18%
7.67%
6 Months
10.94%
27.70%
1 Year
1.03%
47.52%
3 Years
11.45%
23.98%
5 Years
15.19%
15.87%
Since Inception
27.03%
18.55%
Fund Age
5 yrs 11 mo
16 yrs 2 mo
AUM
₹298.71 Cr
₹1,022.92 Cr
Alpha – 1 Year
−3.69%
42.80%
Alpha – 3 Years
−0.64%
11.89%
Information Ratio – 3 Years
-0.04
1.12
Volatility – 1 Year
27.68%
28.29%
Volatility – 3 Years
23.40%
20.76%
Beta – 1 Year
1.45
1.36
Beta – 3 Years
1.22
1.07
Sharpe Ratio – 1 Year
-0.03
1.33
Sharpe Ratio – 3 Years
0.35
0.99
Worst Rolling Year
—
-4.58%
Value at Worst Rolling Year
—
₹0.95 Cr
Deepest Drawdown
—
−19.51%
Recovery Period
—
115 days
1-Year Rolling Windows Positive
—
97.86%
Median Rolling Year
—
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 2% · S 86%
L 22% · M 32% · S 42%
Number of Stocks
36
26
Portfolio P/E
23.57
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%