Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Roha Asset Managers - Emerging Champion
Wave-Bloom
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%
−0.67%
6 Months
10.94%
−7.55%
1 Year
1.03%
0.34%
3 Years
11.45%
—
5 Years
15.19%
—
Since Inception
27.03%
12.70%
Fund Age
5 yrs 11 mo
2 yrs 3 mo
AUM
₹298.71 Cr
₹7.52 Cr
Alpha – 1 Year
−3.69%
−2.64%
Alpha – 3 Years
−0.64%
—
Information Ratio – 3 Years
-0.04
—
Volatility – 1 Year
27.68%
8.98%
Volatility – 3 Years
23.40%
—
Beta – 1 Year
1.45
0.39
Beta – 3 Years
1.22
—
Sharpe Ratio – 1 Year
-0.03
-0.50
Sharpe Ratio – 3 Years
0.35
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Worst Rolling Year
—
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Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−10.25%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 2% · M 2% · S 86%
L 71% · M 18% · S 10%
Number of Stocks
36
10
Portfolio P/E
23.57
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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