Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Care PMS - Growth Plus Value Strategy
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Care PMS - Growth Plus Value Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
1.27%
6 Months
16.35%
11.91%
1 Year
29.45%
10.06%
3 Years
—
13.81%
5 Years
—
13.88%
Since Inception
33.72%
20.20%
Fund Age
16 mo
15 yrs 1 mo
AUM
₹17.74 Cr
₹980.13 Cr
Alpha – 1 Year
26.47%
5.36%
Alpha – 3 Years
—
1.71%
Information Ratio – 3 Years
—
0.21
Volatility – 1 Year
19.66%
18.76%
Volatility – 3 Years
—
19.39%
Beta – 1 Year
0.78
0.98
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
1.14
0.32
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
-23.74%
Value at Worst Rolling Year
—
₹0.76 Cr
Deepest Drawdown
−14.20%
−24.32%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
84.14%
Median Rolling Year
—
24.84%
5-Year Rolling Windows Positive
—
95.08%
Market-Cap Mix
L 5% · M 2% · S 74%
L 9% · M 13% · S 73%
Number of Stocks
30
20
Portfolio P/E
52.18
22.60
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%
Arvind Ltd · 10.43%
JK Paper Ltd · 8.49%
Saregama India Ltd · 8.48%
Zydus Lifesciences Ltd · 8.46%
Paradeep Phosphates Ltd · 6.46%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Fast Moving Consumer Goods · 15.03%
Textiles · 14.14%
Chemicals · 13.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%