Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Roha Asset Managers - Emerging Champion
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
10.94%
6.39%
1 Year
1.03%
0.37%
3 Years
11.45%
11.18%
5 Years
15.19%
—
Since Inception
27.03%
4.21%
Fund Age
5 yrs 11 mo
4 yrs 6 mo
AUM
₹298.71 Cr
₹59.82 Cr
Alpha – 1 Year
−3.69%
−2.61%
Alpha – 3 Years
−0.64%
−0.71%
Information Ratio – 3 Years
-0.04
0.13
Volatility – 1 Year
27.68%
22.91%
Volatility – 3 Years
23.40%
17.96%
Beta – 1 Year
1.45
1.09
Beta – 3 Years
1.22
1.01
Sharpe Ratio – 1 Year
-0.03
-0.11
Sharpe Ratio – 3 Years
0.35
0.38
Worst Rolling Year
—
3.87%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
—
−25.26%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.37%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 2% · S 86%
L 40% · M 26% · S 33%
Number of Stocks
36
35
Portfolio P/E
23.57
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%