Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Roha Asset Managers - Emerging Champion
Tamohara - TRUFFLE
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%
8.72%
6 Months
10.94%
28.59%
1 Year
1.03%
28.02%
3 Years
11.45%
18.67%
5 Years
15.19%
17.18%
Since Inception
27.03%
20.03%
Fund Age
5 yrs 11 mo
5 yrs 4 mo
AUM
₹298.71 Cr
₹221.27 Cr
Alpha – 1 Year
−3.69%
28.37%
Alpha – 3 Years
−0.64%
9.68%
Information Ratio – 3 Years
-0.04
0.87
Volatility – 1 Year
27.68%
22.32%
Volatility – 3 Years
23.40%
17.88%
Beta – 1 Year
1.45
1.03
Beta – 3 Years
1.22
0.95
Sharpe Ratio – 1 Year
-0.03
0.99
Sharpe Ratio – 3 Years
0.35
0.81
Worst Rolling Year
—
13.69%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
—
−20.50%
Recovery Period
—
429 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 2% · S 86%
L 19% · M 4% · S 74%
Number of Stocks
36
29
Portfolio P/E
23.57
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –