Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs MoneyGrow Asset--Bespoke
Add SchemeGrowth of ₹1 Crore
BB Money Plant
MoneyGrow Asset--Bespoke
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
4.54%
6 Months
16.35%
22.22%
1 Year
29.45%
18.30%
3 Years
—
15.67%
5 Years
—
—
Since Inception
33.72%
20.11%
Fund Age
16 mo
3 yrs 4 mo
AUM
₹17.74 Cr
₹135.39 Cr
Alpha – 1 Year
26.47%
11.45%
Alpha – 3 Years
—
4.63%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.66%
34.13%
Volatility – 3 Years
—
22.86%
Beta – 1 Year
0.78
2.68
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.14
0.49
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
12.96%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−14.20%
−27.31%
Recovery Period
Not yet recovered
77 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.16%
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
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%