Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Roha Asset Managers - Emerging Champion
White Oak India Select Equity 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%
4.84%
6 Months
10.94%
7.61%
1 Year
1.03%
−0.76%
3 Years
11.45%
11.28%
5 Years
15.19%
9.58%
Since Inception
27.03%
11.67%
Fund Age
5 yrs 11 mo
7 yrs 11 mo
AUM
₹298.71 Cr
₹12.5 Cr
Alpha – 1 Year
−3.69%
−3.74%
Alpha – 3 Years
−0.64%
−0.61%
Information Ratio – 3 Years
-0.04
-0.06
Volatility – 1 Year
27.68%
20.02%
Volatility – 3 Years
23.40%
16.21%
Beta – 1 Year
1.45
1.05
Beta – 3 Years
1.22
0.91
Sharpe Ratio – 1 Year
-0.03
-0.22
Sharpe Ratio – 3 Years
0.35
0.41
Worst Rolling Year
—
8.66%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−24.66%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 2% · S 86%
L 36% · M 30% · S 35%
Number of Stocks
36
15
Portfolio P/E
23.57
35.71
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 · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%