Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs Unifi Insider Shadow*
Add SchemeReturn 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%
4.21%
6 Months
10.94%
10.07%
1 Year
1.03%
9.44%
3 Years
11.45%
8.18%
5 Years
15.19%
8.16%
Since Inception
27.03%
14.06%
Fund Age
5 yrs 11 mo
16 yrs 4 mo
AUM
₹298.71 Cr
₹85.99 Cr
Alpha – 1 Year
−3.69%
4.72%
Alpha – 3 Years
−0.64%
−3.91%
Information Ratio – 3 Years
-0.04
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Volatility – 1 Year
27.68%
17.03%
Volatility – 3 Years
23.40%
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Beta – 1 Year
1.45
0.92
Beta – 3 Years
1.22
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Sharpe Ratio – 1 Year
-0.03
0.30
Sharpe Ratio – 3 Years
0.35
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Worst Rolling Year
—
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Value at Worst Rolling Year
—
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Deepest Drawdown
—
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Recovery Period
—
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1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 2% · M 2% · S 86%
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Number of Stocks
36
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Portfolio P/E
23.57
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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%
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Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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