Portfolio Management Services (PMS)Compare Schemes
ASK core Portfolio vs BB Money Plant
Add SchemeGrowth of ₹1 Crore
ASK core Portfolio
BB Money Plant
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · -0.4%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.84%
−0.92%
6 Months
−7.36%
16.35%
1 Year
−4.21%
29.45%
3 Years
—
—
5 Years
—
—
Since Inception
−4.18%
33.72%
Fund Age
12 mo
16 mo
AUM
₹139.3 Cr
₹17.74 Cr
Alpha – 1 Year
−3.78%
26.47%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.33%
19.66%
Volatility – 3 Years
—
—
Beta – 1 Year
1.01
0.78
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.52
1.14
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.12%
−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 76% · M 10% · S 10%
L 5% · M 2% · S 74%
Number of Stocks
15
30
Portfolio P/E
28.49
52.18
Top 5 Holdings
HDFC Bank Ltd · 9.77%
Reliance Industries Ltd · 9.44%
Bajaj Finserv Ltd · 9.17%
Nestle India Ltd · 8.72%
Kotak Mahindra Bank Ltd · 8.56%
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
Financial Services · 34.81%
Construction · 10.70%
Capital Goods · 10.46%
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%