Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Counter Cyclical - Diversified Long Term Value
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Counter Cyclical - Diversified Long Term Value
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
4.89%
6 Months
16.35%
26.09%
1 Year
29.45%
14.74%
3 Years
—
18.63%
5 Years
—
29.18%
Since Inception
33.72%
45.31%
Fund Age
16 mo
7 yrs 1 mo
AUM
₹17.74 Cr
₹1,025.6 Cr
Alpha – 1 Year
26.47%
10.02%
Alpha – 3 Years
—
6.54%
Information Ratio – 3 Years
—
0.41
Volatility – 1 Year
19.66%
29.04%
Volatility – 3 Years
—
23.98%
Beta – 1 Year
0.78
1.50
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
1.14
0.42
Sharpe Ratio – 3 Years
—
0.61
Worst Rolling Year
—
17.65%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
−14.20%
−31.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
48.53%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
S 95%
Number of Stocks
30
182
Portfolio P/E
52.18
16.18
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%
Venkys (India) Ltd · 4.11%
MPS Ltd · 3.33%
Hester Biosciences Ltd · 2.68%
Ambika Cotton Mills Ltd · 2.61%
Cash & Cash Equivalent · 2.37%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Capital Goods · 18.54%
Chemicals · 18.43%
Fast Moving Consumer Goods · 12.07%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%