Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Roha Asset Managers - Emerging Champion
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.18%
3.26%
6 Months
10.94%
4.03%
1 Year
1.03%
0.70%
3 Years
11.45%
10.01%
5 Years
15.19%
8.40%
Since Inception
27.03%
14.84%
Fund Age
5 yrs 11 mo
7 yrs 10 mo
AUM
₹298.71 Cr
₹2,937.84 Cr
Alpha – 1 Year
−3.69%
−2.28%
Alpha – 3 Years
−0.64%
−1.88%
Information Ratio – 3 Years
-0.04
-0.37
Volatility – 1 Year
27.68%
17.90%
Volatility – 3 Years
23.40%
14.65%
Beta – 1 Year
1.45
1.00
Beta – 3 Years
1.22
0.93
Sharpe Ratio – 1 Year
-0.03
-0.18
Sharpe Ratio – 3 Years
0.35
0.35
Worst Rolling Year
—
7.25%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−18.24%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 2% · S 86%
L 58% · M 15% · S 26%
Number of Stocks
36
71
Portfolio P/E
23.57
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
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%