Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Roha Asset Managers - Emerging Champion
True-Equity Factor Quant
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%
1.09%
6 Months
10.94%
3.47%
1 Year
1.03%
−3.80%
3 Years
11.45%
11.26%
5 Years
15.19%
—
Since Inception
27.03%
13.40%
Fund Age
5 yrs 11 mo
3 yrs 11 mo
AUM
₹298.71 Cr
₹143.29 Cr
Alpha – 1 Year
−3.69%
−6.78%
Alpha – 3 Years
−0.64%
−0.63%
Information Ratio – 3 Years
-0.04
-0.10
Volatility – 1 Year
27.68%
15.14%
Volatility – 3 Years
23.40%
16.91%
Beta – 1 Year
1.45
0.83
Beta – 3 Years
1.22
0.99
Sharpe Ratio – 1 Year
-0.03
-0.54
Sharpe Ratio – 3 Years
0.35
0.40
Worst Rolling Year
—
11.18%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
—
−27.14%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.01%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 2% · S 86%
—
Number of Stocks
36
50
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
—
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%