Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs IDPL Wealthy Nivesh Multi-Asset PMS
Add SchemeGrowth of ₹1 Crore
BB Money Plant
IDPL Wealthy Nivesh Multi-Asset PMS
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.92%
6.88%
6 Months
16.35%
—
1 Year
29.45%
—
3 Years
—
—
5 Years
—
—
Since Inception
33.72%
−0.16%
Fund Age
16 mo
5 mo
AUM
₹17.74 Cr
₹7.04 Cr
Alpha – 1 Year
26.47%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.66%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.78
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.14
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.20%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 2% · S 74%
L 38% · M 29% · S 25%
Number of Stocks
30
7
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%
Nippon India Large Cap Fund - Direct (G) · 20.00%
Kotak Multi Asset Allocation Fund - Direct (G) · 15.00%
ICICI Pru Business Cycle Fund - Direct (G) · 15.00%
WhiteOak Capital Mid Cap Fund - Direct (G) · 12.50%
Mirae Asset Midcap Fund - Direct (G) · 12.50%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Financial Services · 26.48%
Healthcare · 9.47%
Capital Goods · 8.73%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –