Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Roha Asset Managers - Emerging Champion
Unifi BCAD-2-BREAKOUT 20
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%
3.01%
6 Months
10.94%
9.93%
1 Year
1.03%
7.49%
3 Years
11.45%
9.34%
5 Years
15.19%
—
Since Inception
27.03%
11.87%
Fund Age
5 yrs 11 mo
4 yrs 7 mo
AUM
₹298.71 Cr
₹1,953.44 Cr
Alpha – 1 Year
−3.69%
2.77%
Alpha – 3 Years
−0.64%
−2.75%
Information Ratio – 3 Years
-0.04
-0.26
Volatility – 1 Year
27.68%
19.15%
Volatility – 3 Years
23.40%
16.91%
Beta – 1 Year
1.45
1.06
Beta – 3 Years
1.22
1.03
Sharpe Ratio – 1 Year
-0.03
0.19
Sharpe Ratio – 3 Years
0.35
0.30
Worst Rolling Year
—
8.22%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
—
−20.91%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 2% · S 86%
L 17% · M 8% · S 75%
Number of Stocks
36
—
Portfolio P/E
23.57
23.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
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%
—