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Roha Emerging Champions Portfolio PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Roha Emerging Champions Portfolio PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the Small & Mid Cap investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 4.45%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Roha Emerging Champions Portfolio PMS Strategy or Investment Approach - PMS Details

Strategy Name

Emerging Champions Portfolio

Start Date

30 September 2020

Category

Small & Mid Cap

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Daljeet Singh Kohli

1 Yr. Return

4.45%

3 Yr. Return

19.85%

5 Yr. Return

NA

Roha Emerging Champions Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

34.42%

Top 5 Sectors%

34.42%

Portfolio Age

4 Yrs, 7 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Roha Emerging Champions Portfolio PMS Strategy - Cost or Charges

Fixed Fees

2.50% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 15% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Roha Emerging Champions Portfolio PMS Investment Approach - Portfolio Composition

Large Cap

5.00%

Mid Cap

25.00%

Small Cap

70.00%

Cash & Equivalent

0.00%

Check out Business Opportunities with Similar Brands

Roha Emerging Champions Portfolio Strategy - Top 5 Sectors

Const/Bldg Material

10.15%

Plastic Products-Industrial

8.25%

Packaging

5.61%

Engineering

5.40%

Paper & Paper Products

5.01%

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