Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Motilal Oswal - Ethical
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.50%
1.53%
6 Months
10.26%
18.13%
1 Year
20.10%
13.15%
3 Years
—
14.12%
5 Years
—
11.96%
Since Inception
21.53%
13.25%
Fund Age
18 mo
5 yrs 1 mo
AUM
₹79.16 Cr
₹77.09 Cr
Alpha – 1 Year
17.12%
10.17%
Alpha – 3 Years
—
2.24%
Information Ratio – 3 Years
—
0.36
Volatility – 1 Year
19.38%
23.76%
Volatility – 3 Years
—
19.81%
Beta – 1 Year
0.85
1.23
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.76
0.40
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
8.04%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−14.77%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 7% · S 61%
L 28% · M 28% · S 44%
Number of Stocks
66
20
Portfolio P/E
52.54
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%