| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 0.21% | 0.90 | 22.38% | 67.8% |
Roha Asset Managers
Portfolio Managers
Mahesh Tibrewala
Managing Director
With 16+ years of business leadership across continents, Mahesh drives Roha’s strategic direction. A Wharton alumnus, he founded Roha Asset Managers to build scalable, high-impact financial products.
Mr. Dhiraj Sachdev
Chief Investment Officer, Roha Venture Firm
With 28 years of proven fund management experience and prior roles at HSBC and ASK, Dhiraj has consistently delivered stellar long-term returns and leads investment mentoring at Roha.
Rajdeep Singh
Portfolio Manager
A capital markets veteran with 15+ years of equity research experience, Rajdeep previously worked at ASK Investment Managers and holds dual degrees in Engineering and Finance from Mumbai University.
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 LLP Emerging Champions Portfolio | -3.50% | -3.31% | -1.89% | -10.82% | 9.58% | 22.04% | 29.75% | - | 30.40% |
| S&P BSE 500 TRI | - | - | - | - | - | - | - | - | - |
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 LLP Emerging Champions Portfolio | Small & Mid Cap | Mr. Daljeet Singh Kohli | 30 September 2020 | 5Y 2M | - | S&P BSE 500 TRI | 30.40% | - | 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 | -0.03% | -4.85% | 67.8% | -4.88% | 1.13 | 22.38% | -0.49 | 17.86% | 1.12 | 44.07 % |
| Nifty 500 | 0.10% | -3.38% | -3.28% | 1.17 | 14.94% | 0.99 | 42.37 % | |||
| Nifty Midcap 100 | -3.45% | -0.1% | -3.55% | 1.00 | 6.00% | 0.37 | 33.90 % | |||
| Nifty Smallcap 100 | -0.65% | 0.86% | 0.21% | 0.90 | 8.31% | 0.47 | 45.76 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 5 |
| Mid Cap | 25 |
| Small Cap | 70 |
| 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
Disclaimer
#Returns as of 30 Nov 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Aug 25.
