Roha Asset Managers - Emerging Champion
EQUITY MID & SMALL CAP
Seeks to create wealth over the long term by investing in the equity of sustainable growth businesses.
+17.22%
3Y annualised returns
+13.46%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
30 Sep '20
Total AUM
₹374.33Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity97.6%
Cash2.4%
Equity market cap split
Small Cap88.2%
Large Cap2.8%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
1.00%
PMS management
DSDALJEET SINGH KOHLIHead of Research and Strategy, Vasuki India FundView details
DS
DALJEET SINGH KOHLI
Head of Research and Strategy, Vasuki India Fund
View details
About
As the Head of Research and Strategy at Vasuki India Fund, I lead a team of talented analysts and strategists who cover the Indian equity market across various sectors and themes. I am responsible for setting the investment philosophy, strategy, and process for the fund, as well as conducting in-depth research and generating actionable recommendations. I am passionate about uncovering hidden gems and identifying emerging trends in the Indian market, and I leverage my extensive network and expertise to provide value-added insights and guidance to the fund's portfolio managers and investors.
Experience
Extensive experience in research and strategy for the Indian market.
Investment philosophy
Indian equity market research across various sectors and themes, identifying emerging trends.
Awards
- Leads the fund's team of analysts and strategists, setting the investment philosophy, strategy, and research process.
PMS house
Roha Asset Managers LLP
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