Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Roha Asset Managers - Emerging Champion
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Roha Asset Managers - Emerging Champion
Tenet Portfolio (previously known as ABC Equity 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%
−0.27%
6 Months
10.94%
−1.47%
1 Year
1.03%
6.66%
3 Years
11.45%
11.29%
5 Years
15.19%
13.68%
Since Inception
27.03%
15.03%
Fund Age
5 yrs 11 mo
5 yrs 7 mo
AUM
₹298.71 Cr
₹138.83 Cr
Alpha – 1 Year
−3.69%
7.01%
Alpha – 3 Years
−0.64%
2.30%
Information Ratio – 3 Years
-0.04
0.23
Volatility – 1 Year
27.68%
16.50%
Volatility – 3 Years
23.40%
16.10%
Beta – 1 Year
1.45
0.93
Beta – 3 Years
1.22
0.99
Sharpe Ratio – 1 Year
-0.03
0.15
Sharpe Ratio – 3 Years
0.35
0.41
Worst Rolling Year
—
11.25%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
—
−21.42%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 2% · S 86%
—
Number of Stocks
36
18
Portfolio P/E
23.57
32.00
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%
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%