Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Roha Asset Managers - Emerging Champion
WhiteOak Capital Business Leaders
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%
3.42%
6 Months
10.94%
2.89%
1 Year
1.03%
2.59%
3 Years
11.45%
10.39%
5 Years
15.19%
8.86%
Since Inception
27.03%
11.13%
Fund Age
5 yrs 11 mo
5 yrs 6 mo
AUM
₹298.71 Cr
₹63.54 Cr
Alpha – 1 Year
−3.69%
−0.39%
Alpha – 3 Years
−0.64%
−1.50%
Information Ratio – 3 Years
-0.04
-0.34
Volatility – 1 Year
27.68%
16.68%
Volatility – 3 Years
23.40%
13.79%
Beta – 1 Year
1.45
0.95
Beta – 3 Years
1.22
0.88
Sharpe Ratio – 1 Year
-0.03
-0.09
Sharpe Ratio – 3 Years
0.35
0.40
Worst Rolling Year
—
6.98%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−15.31%
Recovery Period
—
227 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 2% · S 86%
L 69% · M 25% · S 5%
Number of Stocks
36
40
Portfolio P/E
23.57
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%