Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Chatur Amrit Kaal Fund
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Chatur Amrit Kaal Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.50%
1.06%
6 Months
10.26%
4.58%
1 Year
20.10%
5.92%
3 Years
—
—
5 Years
—
—
Since Inception
21.53%
7.28%
Fund Age
18 mo
7 mo
AUM
₹79.16 Cr
₹119.65 Cr
Alpha – 1 Year
17.12%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.38%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.85
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.76
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.77%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 8% · M 7% · S 61%
L 72% · M 12% · S 15%
Number of Stocks
66
35
Portfolio P/E
52.54
—
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
Jaro Institute of Technol. Mgt. and Research Ltd · 6.44%
Divis Laboratories Ltd · 6.02%
Reliance Industries Ltd · 5.96%
ICICI Bank Ltd · 5.73%
Bajaj Finance Ltd · 5.33%
Top Sectors
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
Financial Services · 23.93%
Automobile and Auto Components · 14.33%
Capital Goods · 11.32%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%