Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs White Whale - North Star Portfolio
Add SchemeGrowth of ₹1 Crore
Roha Asset Managers - Emerging Champion
White Whale - North Star 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%
1.86%
6 Months
10.94%
12.33%
1 Year
1.03%
4.88%
3 Years
11.45%
11.50%
5 Years
15.19%
8.05%
Since Inception
27.03%
12.28%
Fund Age
5 yrs 11 mo
5 yrs 9 mo
AUM
₹298.71 Cr
₹65.79 Cr
Alpha – 1 Year
−3.69%
5.23%
Alpha – 3 Years
−0.64%
2.50%
Information Ratio – 3 Years
-0.04
0.20
Volatility – 1 Year
27.68%
22.05%
Volatility – 3 Years
23.40%
16.19%
Beta – 1 Year
1.45
1.25
Beta – 3 Years
1.22
0.98
Sharpe Ratio – 1 Year
-0.03
0.08
Sharpe Ratio – 3 Years
0.35
0.38
Worst Rolling Year
—
2.51%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
—
−22.63%
Recovery Period
—
143 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
10.42%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 2% · S 86%
L 46% · M 9% · S 40%
Number of Stocks
36
16
Portfolio P/E
23.57
40.26
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%
Bajaj Finance Ltd · 10.47%
Cartrade Tech Ltd · 9.73%
One 97 Communications Ltd · 7.24%
MAS Financial Services Ltd · 7.03%
Polycab India Ltd · 6.87%
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Financial Services · 35.55%
Healthcare · 17.03%
Consumer Services · 15.11%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%