Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs NAFA - Small Cap
Add SchemeGrowth of ₹1 Crore
BB Money Plant
NAFA - Small Cap
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
1.33%
6 Months
16.35%
9.10%
1 Year
29.45%
−3.87%
3 Years
—
5.03%
5 Years
—
11.30%
Since Inception
33.72%
15.74%
Fund Age
16 mo
7 yrs 5 mo
AUM
₹17.74 Cr
₹51.79 Cr
Alpha – 1 Year
26.47%
−5.73%
Alpha – 3 Years
—
−7.05%
Information Ratio – 3 Years
—
-0.47
Volatility – 1 Year
19.66%
25.89%
Volatility – 3 Years
—
20.56%
Beta – 1 Year
0.78
1.37
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
1.14
-0.24
Sharpe Ratio – 3 Years
—
0.08
Worst Rolling Year
—
5.04%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−14.20%
−31.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.17%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
M 6% · S 89%
Number of Stocks
30
35
Portfolio P/E
52.18
23.62
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%
Pradeep Metals Ltd · 9.56%
Cash & Cash Equivalent · 6.48%
Canara Robeco Asset Management Company Ltd · 6.41%
City Union Bank Ltd · 5.77%
Rajratan Global Wire Ltd · 5.22%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Financial Services · 23.68%
Automobile and Auto Components · 19.33%
Capital Goods · 14.47%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%