Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs Valentis Advisors - Rising Star
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%
1.72%
6 Months
10.94%
21.92%
1 Year
1.03%
13.71%
3 Years
11.45%
12.32%
5 Years
15.19%
14.28%
Since Inception
27.03%
17.32%
Fund Age
5 yrs 11 mo
10 yrs
AUM
₹298.71 Cr
₹1,140.87 Cr
Alpha – 1 Year
−3.69%
10.73%
Alpha – 3 Years
−0.64%
0.43%
Information Ratio – 3 Years
-0.04
0.05
Volatility – 1 Year
27.68%
27.06%
Volatility – 3 Years
23.40%
23.47%
Beta – 1 Year
1.45
1.37
Beta – 3 Years
1.22
1.21
Sharpe Ratio – 1 Year
-0.03
0.39
Sharpe Ratio – 3 Years
0.35
0.38
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 2% · S 86%
—
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%
Kingfa Science & Technology (India) Ltd · 0.00%
Va Tech Wabag Ltd · 0.00%
JTL Industries Ltd · 0.00%
Aurobindo Pharma Ltd · 0.00%
RBL Bank Ltd · 0.00%
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%