Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Roha Asset Managers - Emerging Champion
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
10.94%
9.86%
1 Year
1.03%
32.16%
3 Years
11.45%
19.13%
5 Years
15.19%
12.16%
Since Inception
27.03%
16.12%
Fund Age
5 yrs 11 mo
5 yrs 10 mo
AUM
₹298.71 Cr
₹170.31 Cr
Alpha – 1 Year
−3.69%
27.44%
Alpha – 3 Years
−0.64%
7.04%
Information Ratio – 3 Years
-0.04
0.58
Volatility – 1 Year
27.68%
17.07%
Volatility – 3 Years
23.40%
17.73%
Beta – 1 Year
1.45
0.65
Beta – 3 Years
1.22
0.86
Sharpe Ratio – 1 Year
-0.03
1.42
Sharpe Ratio – 3 Years
0.35
0.79
Worst Rolling Year
—
0.71%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
—
−30.82%
Recovery Period
—
429 days
1-Year Rolling Windows Positive
—
99.71%
Median Rolling Year
—
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 2% · S 86%
L 11% · M 1% · S 72%
Number of Stocks
36
18
Portfolio P/E
23.57
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%