The portfolio seeks to create wealth over the long term by investing in the equity of sustainable growth businesses. The focus is on the superior quality of business in terms of cash flow capability, capital efficiency, enduring competitive advantage entry barriers and its ability to scale up to get the real benefit of the power of compounding.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -5.40% | 0.58 | 16.16% | 69.39% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Roha Asset Managers Emerging Champions Portfolio | -1.06% | 1.91% | 9.94% | 41.68% | 42.24% | 26.89% | 42.88% | ||
| BSE 500 TRI | -6.45% | -3.58% | 8.71% | 35.90% | 22.05% | 15.68% | 19.84% | 14.35% | 25.59% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Roha Asset Managers Emerging Champions Portfolio | Mid & Small Cap | Mr. Dhiraj Sachdeva | 01 January 1970 | 54Y 10M | BSE 500 TRI | 42.88% | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 14.47% | 0.32% | 69.39% | 14.79% | 0.27 | 16.16% | 2.34 | 24.73% | 1.60 | 42.86 % |
| Nifty 500 | 8.39% | -1.78% | 6.61% | 0.40 | 20.76% | 1.37 | 40.82 % | |||
| Nifty Midcap 100 | -2.53% | -0.15% | -2.68% | 0.41 | 10.17% | 0.59 | 34.69 % | |||
| Nifty Smallcap 100 | -5.14% | -0.26% | -5.40% | 0.58 | 11.11% | 0.60 | 42.86 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 5.00 |
| Mid Cap | 25.00 |
| Small Cap | 70.00 |
| Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
From the Founders & Managers of Roha Asset Managers PMS
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Disclaimer
#Returns as of 31 Oct 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Oct 24.
