Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs Systamatix - Dynamic Investment
Add SchemeReturn 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%
7.60%
6 Months
10.94%
26.61%
1 Year
1.03%
33.69%
3 Years
11.45%
25.74%
5 Years
15.19%
21.83%
Since Inception
27.03%
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Fund Age
5 yrs 11 mo
8 yrs 4 mo
AUM
₹298.71 Cr
₹158.52 Cr
Alpha – 1 Year
−3.69%
29.93%
Alpha – 3 Years
−0.64%
14.85%
Information Ratio – 3 Years
-0.04
1.52
Volatility – 1 Year
27.68%
19.82%
Volatility – 3 Years
23.40%
19.44%
Beta – 1 Year
1.45
1.03
Beta – 3 Years
1.22
1.06
Sharpe Ratio – 1 Year
-0.03
1.29
Sharpe Ratio – 3 Years
0.35
1.16
Worst Rolling Year
—
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Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 2% · M 2% · S 86%
L 31% · M 28% · S 38%
Number of Stocks
36
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%