Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Karvy Capital - Excel
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Karvy Capital - Excel
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
Volatility • 3 yrs deviation
1 Month
−0.92%
0.53%
6 Months
16.35%
5.22%
1 Year
29.45%
8.94%
3 Years
—
10.33%
5 Years
—
10.77%
Since Inception
33.72%
10.49%
Fund Age
16 mo
9 yrs 9 mo
AUM
₹17.74 Cr
₹67.62 Cr
Alpha – 1 Year
26.47%
−0.44%
Alpha – 3 Years
—
0.76%
Information Ratio – 3 Years
—
0.44
Volatility – 1 Year
19.66%
2.31%
Volatility – 3 Years
—
1.38%
Beta – 1 Year
0.78
0.41
Beta – 3 Years
—
0.46
Sharpe Ratio – 1 Year
1.14
1.46
Sharpe Ratio – 3 Years
—
3.36
Worst Rolling Year
—
9.87%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−14.20%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
10.78%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
—
Number of Stocks
30
17
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%
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Others · 99.75%
Government · 0.23%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%