Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Karvy Capital - Demeter
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Karvy Capital - Demeter
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
Volatility • 3 yrs deviation
1 Month
−0.50%
0.18%
6 Months
10.26%
2.87%
1 Year
20.10%
3.77%
3 Years
—
6.69%
5 Years
—
6.74%
Since Inception
21.53%
10.62%
Fund Age
18 mo
12 yrs 1 mo
AUM
₹79.16 Cr
₹61.33 Cr
Alpha – 1 Year
17.12%
−5.66%
Alpha – 3 Years
—
−3.03%
Information Ratio – 3 Years
—
-1.20
Volatility – 1 Year
19.38%
3.14%
Volatility – 3 Years
—
2.07%
Beta – 1 Year
0.85
-0.20
Beta – 3 Years
—
-0.08
Sharpe Ratio – 1 Year
0.76
-0.40
Sharpe Ratio – 3 Years
—
0.62
Worst Rolling Year
—
-3.43%
Value at Worst Rolling Year
—
₹0.97 Cr
Deepest Drawdown
−14.77%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
99.16%
Median Rolling Year
—
11.58%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 7% · S 61%
—
Number of Stocks
66
9
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%
Kotak Money Market Fund - Direct (G) · 47.28%
SATIN CREDITCARE NETWORK LIMITED 10.15 NCD 13JL28 FVRS10000 · 29.85%
KEERTANA FINSERV LIMITED 12 NCD 04SP28 FVRS10000 · 13.42%
Electronica Finance Ltd. 12.90% DB REDEEM 26/09/2029 INR 100000 · 4.73%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 1.45%
Top Sectors
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
Others · 92.72%
Government · 7.02%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%