Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeReturn 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%
6.35%
6 Months
10.94%
17.95%
1 Year
1.03%
21.71%
3 Years
11.45%
19.34%
5 Years
15.19%
—
Since Inception
27.03%
19.34%
Fund Age
5 yrs 11 mo
3 yrs 6 mo
AUM
₹298.71 Cr
₹18.73 Cr
Alpha – 1 Year
−3.69%
16.99%
Alpha – 3 Years
−0.64%
7.25%
Information Ratio – 3 Years
-0.04
0.85
Volatility – 1 Year
27.68%
22.22%
Volatility – 3 Years
23.40%
20.72%
Beta – 1 Year
1.45
0.87
Beta – 3 Years
1.22
0.89
Sharpe Ratio – 1 Year
-0.03
0.75
Sharpe Ratio – 3 Years
0.35
0.85
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
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
—
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%
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%