Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Green Portfolio - Super 30 Dynamic
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.92%
−0.92%
6 Months
16.35%
32.15%
1 Year
29.45%
16.77%
3 Years
—
19.00%
5 Years
—
20.10%
Since Inception
33.72%
27.01%
Fund Age
16 mo
6 yrs 10 mo
AUM
₹17.74 Cr
₹247.64 Cr
Alpha – 1 Year
26.47%
13.79%
Alpha – 3 Years
—
7.10%
Information Ratio – 3 Years
—
0.30
Volatility – 1 Year
19.66%
39.13%
Volatility – 3 Years
—
29.47%
Beta – 1 Year
0.78
1.87
Beta – 3 Years
—
1.36
Sharpe Ratio – 1 Year
1.14
0.42
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
15.03%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−14.20%
−35.86%
Recovery Period
Not yet recovered
94 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
31.90%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
S 80%
Number of Stocks
30
42
Portfolio P/E
52.18
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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%