Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs JM Financial - The Opportunistic
Add SchemeGrowth of ₹1 Crore
BB Money Plant
JM Financial - The Opportunistic
Return for the risk
3 yrs return
20%
25%
30%
0%
10%
Volatility • 3 yrs deviation
1 Month
−0.92%
2.65%
6 Months
16.35%
21.60%
1 Year
29.45%
21.16%
3 Years
—
24.80%
5 Years
—
17.88%
Since Inception
33.72%
9.69%
Fund Age
16 mo
9 yrs 2 mo
AUM
₹17.74 Cr
₹10.09 Cr
Alpha – 1 Year
26.47%
18.18%
Alpha – 3 Years
—
12.91%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.66%
1.87%
Volatility – 3 Years
—
1.87%
Beta – 1 Year
0.78
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.14
16.58
Sharpe Ratio – 3 Years
—
16.58
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 33% · M 13% · S 49%
Number of Stocks
30
22
Portfolio P/E
52.18
38.25
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%
—
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Capital Goods · 32.11%
Healthcare · 18.52%
Financial Services · 17.96%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 0%