Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Karma - Wealth Builder
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
4.30%
6 Months
16.35%
9.50%
1 Year
29.45%
10.30%
3 Years
—
13.40%
5 Years
—
13.85%
Since Inception
33.72%
12.90%
Fund Age
16 mo
19 yrs 8 mo
AUM
₹17.74 Cr
₹295.65 Cr
Alpha – 1 Year
26.47%
5.60%
Alpha – 3 Years
—
1.30%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
19.66%
20.18%
Volatility – 3 Years
—
17.30%
Beta – 1 Year
0.78
1.09
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
1.14
0.32
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
-20.52%
Value at Worst Rolling Year
—
₹0.79 Cr
Deepest Drawdown
−14.20%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
82.46%
Median Rolling Year
—
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
L 5% · M 2% · S 74%
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –