Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Electrum - Laureate Portfolio
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Electrum - Laureate Portfolio
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
2.93%
6 Months
16.35%
27.08%
1 Year
29.45%
22.70%
3 Years
—
18.13%
5 Years
—
21.00%
Since Inception
33.72%
30.05%
Fund Age
16 mo
5 yrs 9 mo
AUM
₹17.74 Cr
₹670.5 Cr
Alpha – 1 Year
26.47%
17.98%
Alpha – 3 Years
—
6.04%
Information Ratio – 3 Years
—
0.67
Volatility – 1 Year
19.66%
26.20%
Volatility – 3 Years
—
22.70%
Beta – 1 Year
0.78
1.32
Beta – 3 Years
—
1.09
Sharpe Ratio – 1 Year
1.14
0.70
Sharpe Ratio – 3 Years
—
0.71
Worst Rolling Year
—
15.94%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−14.20%
−31.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
S 95%
Number of Stocks
30
26
Portfolio P/E
52.18
27.00
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%
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%