Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Ckredence-All Weather Fund
Return for the risk
3 yrs return
10%
15%
20%
25%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.92%
3.56%
6 Months
16.35%
14.31%
1 Year
29.45%
23.04%
3 Years
—
17.41%
5 Years
—
14.44%
Since Inception
33.72%
16.04%
Fund Age
16 mo
5 yrs 2 mo
AUM
₹17.74 Cr
₹246.55 Cr
Alpha – 1 Year
26.47%
18.32%
Alpha – 3 Years
—
5.32%
Information Ratio – 3 Years
—
0.69
Volatility – 1 Year
19.66%
16.66%
Volatility – 3 Years
—
14.65%
Beta – 1 Year
0.78
0.91
Beta – 3 Years
—
0.83
Sharpe Ratio – 1 Year
1.14
1.02
Sharpe Ratio – 3 Years
—
0.82
Worst Rolling Year
—
13.49%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−14.20%
−17.20%
Recovery Period
Not yet recovered
198 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
L 31% · M 25% · S 41%
Number of Stocks
30
33
Portfolio P/E
52.18
48.70
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%
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%