Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
BB Money Plant
MOAT - Moderate Compounders
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
2.75%
6 Months
16.35%
8.17%
1 Year
29.45%
3.28%
3 Years
—
8.41%
5 Years
—
12.53%
Since Inception
33.72%
11.01%
Fund Age
16 mo
12 yrs 9 mo
AUM
₹17.74 Cr
₹16.57 Cr
Alpha – 1 Year
26.47%
−1.44%
Alpha – 3 Years
—
−3.68%
Information Ratio – 3 Years
—
-0.32
Volatility – 1 Year
19.66%
20.74%
Volatility – 3 Years
—
17.91%
Beta – 1 Year
0.78
1.13
Beta – 3 Years
—
1.09
Sharpe Ratio – 1 Year
1.14
0.00
Sharpe Ratio – 3 Years
—
0.32
Worst Rolling Year
—
-16.89%
Value at Worst Rolling Year
—
₹0.83 Cr
Deepest Drawdown
−14.20%
−28.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
73.60%
Median Rolling Year
—
13.43%
5-Year Rolling Windows Positive
—
88.30%
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%