Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Dalal & Broacha - Long Term Growth
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Dalal & Broacha - Long Term Growth
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.50%
0.61%
6 Months
10.26%
11.19%
1 Year
20.10%
4.47%
3 Years
—
14.82%
5 Years
—
12.64%
Since Inception
21.53%
13.38%
Fund Age
18 mo
19 yrs
AUM
₹79.16 Cr
₹1,249 Cr
Alpha – 1 Year
17.12%
4.82%
Alpha – 3 Years
—
5.82%
Information Ratio – 3 Years
—
0.87
Volatility – 1 Year
19.38%
21.24%
Volatility – 3 Years
—
17.51%
Beta – 1 Year
0.85
1.09
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.76
0.05
Sharpe Ratio – 3 Years
—
0.69
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 40% · M 40% · S 15%
Number of Stocks
66
25
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%
—
Top Sectors
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%