Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Girik Capital - Multi Cap Growth Equity Strategy
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Girik Capital - Multi Cap Growth Equity Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
1.15%
6 Months
16.35%
3.53%
1 Year
29.45%
−0.08%
3 Years
—
14.56%
5 Years
—
12.33%
Since Inception
33.72%
18.88%
Fund Age
16 mo
16 yrs 7 mo
AUM
₹17.74 Cr
₹1,574.57 Cr
Alpha – 1 Year
26.47%
0.35%
Alpha – 3 Years
—
5.99%
Information Ratio – 3 Years
—
0.72
Volatility – 1 Year
19.66%
16.64%
Volatility – 3 Years
—
15.28%
Beta – 1 Year
0.78
0.97
Beta – 3 Years
—
0.94
Sharpe Ratio – 1 Year
1.14
-0.25
Sharpe Ratio – 3 Years
—
0.61
Worst Rolling Year
—
-0.31%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−14.20%
−22.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
99.36%
Median Rolling Year
—
22.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
L 39% · M 8% · S 47%
Number of Stocks
30
33
Portfolio P/E
52.18
40.75
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%
Bajaj Finance Ltd · 6.08%
Eternal Ltd · 5.50%
Bharat Heavy Electricals Ltd · 4.84%
RBL Bank Ltd · 4.82%
HDFC Asset Management Company Ltd · 4.75%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%