Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Centrum PMS - Deep Value IV
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Centrum PMS - Deep Value IV
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
1.10%
6 Months
16.35%
9.66%
1 Year
29.45%
−3.09%
3 Years
—
6.08%
5 Years
—
7.39%
Since Inception
33.72%
14.00%
Fund Age
16 mo
10 yrs 8 mo
AUM
₹17.74 Cr
₹23.99 Cr
Alpha – 1 Year
26.47%
−7.81%
Alpha – 3 Years
—
−6.01%
Information Ratio – 3 Years
—
-0.36
Volatility – 1 Year
19.66%
26.88%
Volatility – 3 Years
—
21.87%
Beta – 1 Year
0.78
1.39
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
1.14
-0.19
Sharpe Ratio – 3 Years
—
0.19
Worst Rolling Year
—
-6.71%
Value at Worst Rolling Year
—
₹0.93 Cr
Deepest Drawdown
−14.20%
−35.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
97.09%
Median Rolling Year
—
15.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
L 2% · M 15% · S 82%
Number of Stocks
30
25
Portfolio P/E
52.18
44.86
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%
Time Technoplast Ltd · 6.49%
Anant Raj Ltd · 6.05%
Vishnu Chemicals Ltd · 5.91%
Cash & Cash Equivalent · 5.48%
Gokaldas Exports Ltd · 5.10%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Capital Goods · 16.55%
Realty · 10.96%
Textiles · 10.90%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%