Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Dalal & Broacha - Long Term Growth
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Dalal & Broacha - Long Term Growth
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
0.61%
6 Months
16.35%
11.19%
1 Year
29.45%
4.47%
3 Years
—
14.82%
5 Years
—
12.64%
Since Inception
33.72%
13.38%
Fund Age
16 mo
19 yrs
AUM
₹17.74 Cr
₹1,249 Cr
Alpha – 1 Year
26.47%
4.82%
Alpha – 3 Years
—
5.82%
Information Ratio – 3 Years
—
0.87
Volatility – 1 Year
19.66%
21.24%
Volatility – 3 Years
—
17.51%
Beta – 1 Year
0.78
1.09
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
1.14
0.05
Sharpe Ratio – 3 Years
—
0.69
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.20%
—
Recovery Period
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 40% · M 40% · S 15%
Number of Stocks
30
25
Portfolio P/E
52.18
—
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%
—
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%