Affluense AI AFFLUENSE

Emerging Champions Portfolio

Roha Asset Managers LLP
PMS Small & Mid Cap
Benchmark
S&P BSE 500 TRI
Inception Date
30 September 2020
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

This investment strategy prioritizes identifying select small and mid-capitalization companies with the potential for outperformance. Investment decisions will be driven by a rigorous stock-selection process, evaluating factors such as management acumen, business quality (including market opportunity size, capital efficiency, and scalability), and valuation attractiveness. The objective is to capitalize on the advantages of early entry and the wealth-generating power of compounding returns.

Investment Objective

We aim to generate long-term capital appreciation by investing in equities of companies demonstrating sustainable growth potential. Our investment process emphasizes the fundamental strength of businesses, evaluating them based on robust cash flow generation, efficient capital utilization, sustained competitive moats, significant entry barriers, and scalability to effectively leverage the benefits of compounding.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -3.05% -0.24% -2.81%
3 MONTHS -2.83% 5.02% -7.85%
6 MONTHS -9.73% 1.63% -11.36%
1 YEAR -14.60% 7.63% -22.23%
2 YEAR 7.11% 11.64% -4.53%
3 YEAR 21.15% 16.40% 4.75%
5 YEAR 27.18% 16.82% 10.36%
SINCE INCEPTION 29.08% 20.75% 8.33%

Calendar Year Performance

Year Return
CY 2025 -14.60%
CY 2024 34.36%
CY 2023 54.97%
CY 2022 -0.65%

Financial Year Performance

Year Return
FY 26_YTD 3.16%
FY 25 6.55%
FY 24 76.64%
FY 23 -7.78%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Daljeet Singh Kohli

Head – Equity / Principal Officer

With over two decades of extensive experience in the Indian capital markets, Daljeet Singh is a seasoned Investment Professional. Previously, he held a leadership role in Research & Strategy at Vasuki India Fund, where he oversaw a team of skilled analysts and strategists. This team was responsible for comprehensive coverage of the Indian equity market, encompassing diverse sectors and themes, and demonstrated exceptional capabilities in fundamental research and stock selection. Mr. Singh also served as the Chief Investment Officer (CIO) and concurrently as a Director & Principal Officer at Stockaxis.com. Furthermore, he actively managed a multi-cap equity strategy under the PMS (Portfolio Management Services) offering of Valentis Advisors Pvt Ltd. His prior experience includes heading Research and serving as a Director at India Nivesh Securities Ltd. He has also held prominent positions leading equity research teams at other reputable financial services firms, including Bonanza Portfolio, Acumen Financial Services, and Elite Stock Management.

Portfolio Details

Portfolio Composition

Large Cap
5.00%
Mid Cap
25.00%
Small Cap
70.00%
Cash & Equivalent
0.00%

Top 5 Holdings

  • Sharda Cropchem Ltd 6.84%
  • Capacite Infraprojects Ltd 6.59%
  • Time Technoplast Limited 5.19%
  • Tips Music Ltd 4.51%
  • Entero Healthcare Solutions Ltd 4.25%

Top 5 Sectors

  • Pharma & Healthcare 17.19%
  • Construction, Real Estate & Building Materials 10.98%
  • BFSI 10.81%
  • Power 9.27%
  • Chemicals 8.62%

Portfolio Characteristics

total number of stocks
0
top 5 stocks percent
27.38%
top 5 sectors percent
56.87%
average market cap
N/A
portfolio age
5 Yrs, 3 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.5%

Hurdle: 10%

Profit Sharing: 15%

Exit Load

Year 1: 1%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)