Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
BB Money Plant
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
0.97%
6 Months
16.35%
6.33%
1 Year
29.45%
−0.99%
3 Years
—
6.26%
5 Years
—
6.47%
Since Inception
33.72%
5.18%
Fund Age
16 mo
19 yrs 5 mo
AUM
₹17.74 Cr
₹95.89 Cr
Alpha – 1 Year
26.47%
2.51%
Alpha – 3 Years
—
−2.73%
Information Ratio – 3 Years
—
-0.10
Volatility – 1 Year
19.66%
20.93%
Volatility – 3 Years
—
17.77%
Beta – 1 Year
0.78
1.14
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
1.14
-0.20
Sharpe Ratio – 3 Years
—
0.23
Worst Rolling Year
—
-21.50%
Value at Worst Rolling Year
—
₹0.79 Cr
Deepest Drawdown
−14.20%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
74.63%
Median Rolling Year
—
10.39%
5-Year Rolling Windows Positive
—
82.76%
Market-Cap Mix
L 5% · M 2% · S 74%
L 77% · M 12% · S 11%
Number of Stocks
30
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%