Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Roha Asset Managers - Emerging Champion
ValueQuest - Platinum
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%
2.62%
6 Months
10.94%
20.31%
1 Year
1.03%
5.50%
3 Years
11.45%
14.22%
5 Years
15.19%
16.13%
Since Inception
27.03%
18.70%
Fund Age
5 yrs 11 mo
9 yrs 8 mo
AUM
₹298.71 Cr
₹3,491.64 Cr
Alpha – 1 Year
−3.69%
2.52%
Alpha – 3 Years
−0.64%
2.33%
Information Ratio – 3 Years
-0.04
0.19
Volatility – 1 Year
27.68%
25.24%
Volatility – 3 Years
23.40%
21.26%
Beta – 1 Year
1.45
1.29
Beta – 3 Years
1.22
1.17
Sharpe Ratio – 1 Year
-0.03
0.11
Sharpe Ratio – 3 Years
0.35
0.48
Worst Rolling Year
—
-9.34%
Value at Worst Rolling Year
—
₹0.91 Cr
Deepest Drawdown
—
−6.25%
Recovery Period
—
13 days
1-Year Rolling Windows Positive
—
93.29%
Median Rolling Year
—
15.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 2% · S 86%
L 23% · M 15% · S 57%
Number of Stocks
36
30
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
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%
1% / 1% / 1%