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BB Money Plant vs Lighthouse Canton Sectoral Shift Strategy

BB Money Plant

Lighthouse Canton Sectoral Shift Strategy

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Growth of ₹1 Crore

BB Money Plant

Lighthouse Canton Sectoral Shift Strategy

Return for the risk

1 yr return

-5%

10%

15%

20%

25%

30%

35%

Nifty 500 · 3%

BB Money Plant

29.4% • vol 19.7%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

−0.92%

0.09%

6 Months

16.35%

−2.66%

1 Year

29.45%

—

3 Years

—

5 Years

—

Since Inception

33.72%

2.35%

Fund Age

16 mo

11 mo

AUM

₹17.74 Cr

₹22.93 Cr

Alpha – 1 Year

26.47%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

19.66%

19.73%

Volatility – 3 Years

—

Beta – 1 Year

0.78

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

1.14

-0.01

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−14.20%

−14.37%

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%

—

Number of Stocks

—

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%

Nippon India ETF Nifty Bank BeES · 24.38%

Mirae Asset Nifty India Manufacturing ETF · 21.50%

Motilal Oswal Nifty Capital Market ETF · 18.35%

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

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

1% / – / –

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