Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Green Portfolio - Special
Return for the risk
3 yrs return
10%
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.92%
2.75%
6 Months
16.35%
26.95%
1 Year
29.45%
13.12%
3 Years
—
17.80%
5 Years
—
15.04%
Since Inception
33.72%
22.70%
Fund Age
16 mo
8 yrs
AUM
₹17.74 Cr
₹357.26 Cr
Alpha – 1 Year
26.47%
10.14%
Alpha – 3 Years
—
5.90%
Information Ratio – 3 Years
—
0.31
Volatility – 1 Year
19.66%
32.38%
Volatility – 3 Years
—
25.45%
Beta – 1 Year
0.78
1.68
Beta – 3 Years
—
1.37
Sharpe Ratio – 1 Year
1.14
0.36
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
11.19%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−14.20%
−26.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
27.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
L 7% · M 19% · S 59%
Number of Stocks
30
42
Portfolio P/E
52.18
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%