Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Roha Asset Managers - Emerging Champion
TCG Transformative Growth Portfolio
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%
2.52%
6 Months
10.94%
12.02%
1 Year
1.03%
4.98%
3 Years
11.45%
—
5 Years
15.19%
—
Since Inception
27.03%
2.03%
Fund Age
5 yrs 11 mo
1 yr 10 mo
AUM
₹298.71 Cr
₹167.29 Cr
Alpha – 1 Year
−3.69%
0.26%
Alpha – 3 Years
−0.64%
—
Information Ratio – 3 Years
-0.04
—
Volatility – 1 Year
27.68%
26.96%
Volatility – 3 Years
23.40%
—
Beta – 1 Year
1.45
1.44
Beta – 3 Years
1.22
—
Sharpe Ratio – 1 Year
-0.03
0.10
Sharpe Ratio – 3 Years
0.35
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−22.46%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 2% · S 86%
M 5% · S 94%
Number of Stocks
36
20
Portfolio P/E
23.57
37.20
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%
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2.5% / 1.5% / 0%