Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - IDEAA PMS vs BB Money Plant
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - IDEAA PMS
BB Money Plant
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 6.9%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.00%
−0.92%
6 Months
2.30%
16.35%
1 Year
14.70%
29.45%
3 Years
—
—
5 Years
—
—
Since Inception
11.00%
33.72%
Fund Age
16 mo
16 mo
AUM
₹82.94 Cr
₹17.74 Cr
Alpha – 1 Year
7.80%
26.47%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.53%
19.66%
Volatility – 3 Years
—
—
Beta – 1 Year
1.69
0.78
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.57
1.14
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.55%
−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
15
30
Portfolio P/E
—
52.18
Top 5 Holdings
—
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
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
3% / 2% / 1%