Portfolio Management Services (PMS)Compare Schemes
Ambit Anchor vs BB Money Plant
Add SchemeGrowth of ₹1 Crore
Ambit Anchor
BB Money Plant
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 5.2%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.82%
−0.92%
6 Months
5.27%
16.35%
1 Year
10.43%
29.45%
3 Years
—
—
5 Years
—
—
Since Inception
12.59%
33.72%
Fund Age
1 yr 10 mo
16 mo
AUM
₹146.15 Cr
₹17.74 Cr
Alpha – 1 Year
5.23%
26.47%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
19.66%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.78
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
1.14
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−14.20%
Recovery Period
—
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
Earlysalary · 11.07%
Oxyzo · 9.57%
Keertana Finserv · 8.27%
Vivritri Capital · 8.04%
AYE Finance · 6.94%
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%