Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Green Lantern - Alpha Fund
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Green Lantern - Alpha Fund
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
−0.10%
6 Months
16.35%
6.51%
1 Year
29.45%
15.14%
3 Years
—
23.23%
5 Years
—
23.21%
Since Inception
33.72%
29.55%
Fund Age
16 mo
6 yrs 6 mo
AUM
₹17.74 Cr
₹66.34 Cr
Alpha – 1 Year
26.47%
10.42%
Alpha – 3 Years
—
11.14%
Information Ratio – 3 Years
—
1.31
Volatility – 1 Year
19.66%
19.62%
Volatility – 3 Years
—
17.58%
Beta – 1 Year
0.78
1.01
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
1.14
0.54
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
23.09%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
−14.20%
−16.37%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
34.82%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
L 34% · M 14% · S 34%
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%
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 0%