Portfolio Management Services (PMS)Compare Schemes
Roha Asset Managers - Emerging Champion vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Roha Asset Managers - Emerging Champion
Wright Factor Fund
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%
10.96%
6 Months
10.94%
14.84%
1 Year
1.03%
16.93%
3 Years
11.45%
—
5 Years
15.19%
—
Since Inception
27.03%
20.33%
Fund Age
5 yrs 11 mo
3 yrs
AUM
₹298.71 Cr
₹214.05 Cr
Alpha – 1 Year
−3.69%
12.21%
Alpha – 3 Years
−0.64%
—
Information Ratio – 3 Years
-0.04
0.51
Volatility – 1 Year
27.68%
22.29%
Volatility – 3 Years
23.40%
21.03%
Beta – 1 Year
1.45
0.97
Beta – 3 Years
1.22
0.97
Sharpe Ratio – 1 Year
-0.03
0.57
Sharpe Ratio – 3 Years
0.35
0.72
Worst Rolling Year
—
18.92%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
−27.91%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 2% · S 86%
L 12% · M 21% · S 55%
Number of Stocks
36
25
Portfolio P/E
23.57
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%