Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Maximal Income Fund
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Maximal Income Fund
Return for the risk
3 yrs return
15%
20%
25%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.92%
1.24%
6 Months
16.35%
7.09%
1 Year
29.45%
17.57%
3 Years
—
20.39%
5 Years
—
—
Since Inception
33.72%
19.75%
Fund Age
16 mo
4 yrs 2 mo
AUM
₹17.74 Cr
₹49.8 Cr
Alpha – 1 Year
26.47%
16.32%
Alpha – 3 Years
—
14.92%
Information Ratio – 3 Years
—
1.66
Volatility – 1 Year
19.66%
7.36%
Volatility – 3 Years
—
8.69%
Beta – 1 Year
0.78
1.50
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
1.14
1.55
Sharpe Ratio – 3 Years
—
1.63
Worst Rolling Year
—
18.51%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−14.20%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.68%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 2% · S 74%
—
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%
—
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
15% of profit, above 15%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%