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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

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.

Investment 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.

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

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.

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%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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

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