Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Emkay Investments - Capital Builder
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Emkay Investments - Capital Builder
Return for the risk
3 yrs return
10%
15%
20%
25%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.92%
1.99%
6 Months
16.35%
8.53%
1 Year
29.45%
11.64%
3 Years
—
17.19%
5 Years
—
15.63%
Since Inception
33.72%
16.41%
Fund Age
16 mo
13 yrs 4 mo
AUM
₹17.74 Cr
₹575.07 Cr
Alpha – 1 Year
26.47%
6.92%
Alpha – 3 Years
—
5.10%
Information Ratio – 3 Years
—
0.78
Volatility – 1 Year
19.66%
17.51%
Volatility – 3 Years
—
14.23%
Beta – 1 Year
0.78
0.92
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
1.14
0.42
Sharpe Ratio – 3 Years
—
0.84
Worst Rolling Year
—
-7.95%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
−14.20%
−14.61%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
93.59%
Median Rolling Year
—
16.55%
5-Year Rolling Windows Positive
—
99.01%
Market-Cap Mix
L 5% · M 2% · S 74%
L 61% · M 15% · S 25%
Number of Stocks
30
—
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%
Divis Laboratories Ltd · 8.60%
ICICI Bank Ltd · 8.10%
HDFC Bank Ltd · 7.60%
Federal Bank Ltd · 7.20%
Eternal Ltd · 6.20%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—