Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Roha Asset Managers - Emerging Champion
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
10.94%
13.10%
1 Year
1.03%
18.11%
3 Years
11.45%
14.56%
5 Years
15.19%
8.71%
Since Inception
27.03%
13.67%
Fund Age
5 yrs 11 mo
11 yrs 2 mo
AUM
₹298.71 Cr
₹138.06 Cr
Alpha – 1 Year
−3.69%
18.46%
Alpha – 3 Years
−0.64%
5.57%
Information Ratio – 3 Years
-0.04
0.62
Volatility – 1 Year
27.68%
22.83%
Volatility – 3 Years
23.40%
16.72%
Beta – 1 Year
1.45
1.29
Beta – 3 Years
1.22
1.00
Sharpe Ratio – 1 Year
-0.03
0.61
Sharpe Ratio – 3 Years
0.35
0.55
Worst Rolling Year
—
-8.44%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
—
−17.10%
Recovery Period
—
115 days
1-Year Rolling Windows Positive
—
92.53%
Median Rolling Year
—
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 2% · S 86%
L 38% · M 14% · S 45%
Number of Stocks
36
18
Portfolio P/E
23.57
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%