Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
BB Money Plant
KEDIA - Multi Cap
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
2.23%
6 Months
16.35%
7.97%
1 Year
29.45%
6.21%
3 Years
—
12.78%
5 Years
—
14.19%
Since Inception
33.72%
16.41%
Fund Age
16 mo
7 yrs 3 mo
AUM
₹17.74 Cr
₹115.97 Cr
Alpha – 1 Year
26.47%
1.49%
Alpha – 3 Years
—
0.69%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
19.66%
15.75%
Volatility – 3 Years
—
15.69%
Beta – 1 Year
0.78
0.82
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
1.14
0.12
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
11.84%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−14.20%
−23.37%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
—
Number of Stocks
30
35
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%
—
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%