Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Eklavya Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.92%
−0.98%
6 Months
16.35%
4.93%
1 Year
29.45%
−0.37%
3 Years
—
—
5 Years
—
—
Since Inception
33.72%
4.91%
Fund Age
16 mo
2 yrs 1 mo
AUM
₹17.74 Cr
₹8 Cr
Alpha – 1 Year
26.47%
−0.02%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.66%
12.93%
Volatility – 3 Years
—
—
Beta – 1 Year
0.78
0.72
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.14
-0.38
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
6.09%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−14.20%
−12.49%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
6.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 2% · S 74%
L 23% · M 8% · S 36%
Number of Stocks
30
30
Portfolio P/E
52.18
24.51
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%
AXIS Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 2% / 0%