Portfolio Management Services (PMS)Compare Schemes
Amaltas Keystone Fund vs BB Money Plant
Add SchemeGrowth of ₹1 Crore
Amaltas Keystone Fund
BB Money Plant
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
5.65%
−0.92%
6 Months
52.84%
16.35%
1 Year
44.79%
29.45%
3 Years
—
—
5 Years
—
—
Since Inception
24.04%
33.72%
Fund Age
19 mo
16 mo
AUM
₹65.12 Cr
₹17.74 Cr
Alpha – 1 Year
40.07%
26.47%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
32.99%
19.66%
Volatility – 3 Years
—
—
Beta – 1 Year
1.48
0.78
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.12
1.14
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.77%
−14.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 5% · M 2% · S 74%
Number of Stocks
—
30
Portfolio P/E
—
52.18
Top 5 Holdings
Piramal Enterprises Limited · 0.00%
CARE Ratings Ltd · 0.00%
Sterlite Technologies Ltd · 0.00%
Muthoot Microfin Ltd · 0.00%
Bodal Chemicals Ltd · 0.00%
Cash & Cash Equivalent · 11.00%
Sansera Engineering Ltd · 5.60%
Welspun Corp Ltd · 5.51%
Venus Remedies Ltd · 5.44%
Nippon India ETF Gold BeES · 4.90%
Top Sectors
—
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%