Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Roha Asset Managers - Emerging Champion
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.18%
7.48%
6 Months
10.94%
9.42%
1 Year
1.03%
28.25%
3 Years
11.45%
18.47%
5 Years
15.19%
21.31%
Since Inception
27.03%
21.69%
Fund Age
5 yrs 11 mo
5 yrs
AUM
₹298.71 Cr
₹79.02 Cr
Alpha – 1 Year
−3.69%
23.53%
Alpha – 3 Years
−0.64%
6.38%
Information Ratio – 3 Years
-0.04
0.27
Volatility – 1 Year
27.68%
18.12%
Volatility – 3 Years
23.40%
27.25%
Beta – 1 Year
1.45
0.87
Beta – 3 Years
1.22
0.86
Sharpe Ratio – 1 Year
-0.03
1.18
Sharpe Ratio – 3 Years
0.35
0.56
Worst Rolling Year
—
15.67%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
—
−30.64%
Recovery Period
—
114 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 2% · S 86%
L 10% · M 9% · S 69%
Number of Stocks
36
34
Portfolio P/E
23.57
57.02
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 · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%