Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Buoyant - Opportunities
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.92%
1.73%
6 Months
16.35%
2.87%
1 Year
29.45%
8.13%
3 Years
—
16.18%
5 Years
—
18.39%
Since Inception
33.72%
20.76%
Fund Age
16 mo
10 yrs
AUM
₹17.74 Cr
₹12,257.23 Cr
Alpha – 1 Year
26.47%
5.15%
Alpha – 3 Years
—
4.29%
Information Ratio – 3 Years
—
0.41
Volatility – 1 Year
19.66%
17.45%
Volatility – 3 Years
—
14.35%
Beta – 1 Year
0.78
0.98
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
1.14
0.22
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
—
-5.58%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−14.20%
−13.15%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
87.09%
Median Rolling Year
—
23.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
L 55% · M 21% · S 12%
Number of Stocks
30
40
Portfolio P/E
52.18
24.82
Top 5 Holdings
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%
Cash & Cash Equivalent · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
—
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%