Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Roha Asset Managers - Emerging Champion
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.18%
0.30%
6 Months
10.94%
26.99%
1 Year
1.03%
26.29%
3 Years
11.45%
27.01%
5 Years
15.19%
—
Since Inception
27.03%
35.84%
Fund Age
5 yrs 11 mo
4 yrs 3 mo
AUM
₹298.71 Cr
₹521.91 Cr
Alpha – 1 Year
−3.69%
28.33%
Alpha – 3 Years
−0.64%
20.36%
Information Ratio – 3 Years
-0.04
—
Volatility – 1 Year
27.68%
31.27%
Volatility – 3 Years
23.40%
25.96%
Beta – 1 Year
1.45
—
Beta – 3 Years
1.22
—
Sharpe Ratio – 1 Year
-0.03
0.72
Sharpe Ratio – 3 Years
0.35
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
—
−26.38%
Recovery Period
—
93 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
36.88%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 2% · S 86%
—
Number of Stocks
36
49
Portfolio P/E
23.57
21.17
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%
—
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—