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Roha - Emerging Champions Portfolio
Roha - Emerging Champions Portfolio

Roha - Emerging Champions Portfolio

  • Roha Asset Managers LLP
  • Small AND Mid Cap
  • 6
    Out of 26*
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Portfolio age5 years, 2 months
3.86%
4.27%
Hurdle Rate**10.00% or 0%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0%)
Allocation by Market Cap
Small Cap (70%)
Mid Cap (25%)
Large Cap (5%)
Sector Holdings
  • Pharma & Healthcare13.78%
  • Consumption & Retail12.07%
  • Construction, Real Estate & Building Materials10.73%
  • Power9.9%
  • Chemicals7.99%
Stock Holdings
  • Capacite Infraprojects Ltd7%
  • Sharda Cropchem Ltd6.04%
  • Time Technoplast Limited5.54%
  • Synergy Green Industries Ltd4.24%
  • Birla Corporation Ltd4.05%

bt_logoPORTFOLIO MANAGERS

Daljeet Singh Kohli
  • Manager Rank14 Out of 35
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-4.95%
Profile

Daljeet Singh is an Investment Professional having overall experience of more than 25 years in the Indian Capital Markets. He was heading Research & Strategy at Vasuki India Fund, leading a team of talented analysts and strategists who cover the Indian equity market across various sectors and themes having outstanding skills in fundamental research and stock picking. He was Chief Investment Officer (CIO) of Stockaxis.com and also serving as Director & Principal Officer at Stock axis. He was actively managing multi-cap equity strategy PMS under the banner of Valentis Advisors Pvt Ltd. He was the Head of Research & Director at India Nivesh Securities Ltd. He has also led the Equity research teams at other eminent financial services houses such as India like Bonanza portfolio, Acumen Financial Services & Elite Stock Management.

Other Schemes
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Roha - Emerging Champions Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00% or 0%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
23 Out of 53
Fixed Fee
2.50%
Scheme Return
3.86%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
Inception Date
Sep 30, 2020
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
10.00% or 0%
Profit Sharing
15% Profit sharing above 10% Hurdle or 20% Profit sharing above 0% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

Seek to create wealth over the long term by investing in the equity of sustainable growth businesses. Focus 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.

Investment Approach

1.Focus on select small and mid-cap companies to generate alpha or superior returns. 2.Emphasis will be stock specific based on management capability, business quality like size of opportunity, capital efficiency, scalability etc. besides attractiveness of valuations. 3.The aim is to get the real benefit of early mover advantage and power of compounding.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Roha - Emerging Champions Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
23 Out of 53
Fixed Fee
2.50%
Scheme Return
3.86%
Benchmark Return
4.27%
InCred - Small & Midcap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 53
Fixed Fee
2.50%
Scheme Return
7.7%
Benchmark Return
4.27%
Motilal Oswal - Focused Midcap
AUM (₹ Cr)
₹1,992.70 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 53
Fixed Fee
2.50%
Scheme Return
7.36%
Benchmark Return
4.27%
Focus Fund
AUM (₹ Cr)
₹19.07 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 53
Fixed Fee
No Option
Scheme Return
7.31%
Benchmark Return
4.27%
Composite India - Emerging Star Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 53
Fixed Fee
1.00%
Scheme Return
6.08%
Benchmark Return
4.27%
Trivantage Capital - Small and Midcap Financials
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 53
Fixed Fee
2.50%
Scheme Return
6.07%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Roha Asset Managers LLP
Roha Asset Managers LLP manages assets worth Rs 374.81 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap scheme.

AUM (₹ cr)

374.81 (As on Oct, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Roha - Emerging Champions Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00% or 0%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
23 Out of 53
Fixed Fee
2.50%
Scheme Return
3.86%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Roha - Emerging Champions Portfolio?
The hurdle rate of Roha - Emerging Champions Portfolio is 10.00% or 0%.
What is the fixed fee charged in Roha - Emerging Champions Portfolio ?
The fixed fee charged in Roha - Emerging Champions Portfolio is 2.50%.
What is the variable fee charged in Roha - Emerging Champions Portfolio ?
The variable fee charged in Roha - Emerging Champions Portfolio is 1.50%.
What is the profit sharing in Roha - Emerging Champions Portfolio ?
The profit sharing in Roha - Emerging Champions Portfolio is 15% Profit sharing above 10% Hurdle or 20% Profit sharing above 0% Hurdle.
What is the minimum investment in Roha - Emerging Champions Portfolio ?
The minimum investment in Roha - Emerging Champions Portfolio is ₹50 Lacs
What type of scheme is Roha - Emerging Champions Portfolio?
Roha - Emerging Champions Portfolio is an Equity scheme. It falls in the Small AND Mid Cap category.
What is the inception date of Roha - Emerging Champions Portfolio?
The inception date of Roha - Emerging Champions Portfolio is Sep 30, 2020.
What is the exit load of Roha - Emerging Champions Portfolio?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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