Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Concept Investwell - Legend Flexi
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Concept Investwell - Legend Flexi
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.92%
0.12%
6 Months
16.35%
0.78%
1 Year
29.45%
0.49%
3 Years
—
—
5 Years
—
—
Since Inception
33.72%
4.91%
Fund Age
16 mo
2 yrs 3 mo
AUM
₹17.74 Cr
₹1.52 Cr
Alpha – 1 Year
26.47%
−2.49%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.66%
16.48%
Volatility – 3 Years
—
—
Beta – 1 Year
0.78
0.92
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.14
-0.33
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.20%
−13.58%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 2% · S 74%
L 64% · M 1% · S 35%
Number of Stocks
30
28
Portfolio P/E
52.18
22.45
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%
HDFC Bank Ltd · 8.00%
Axis Bank Ltd · 6.00%
Star Health & Allied Insurance Company Ltd · 5.00%
Mirae Asset Nifty 50 ETF · 5.00%
ITC Ltd · 5.00%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
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%