Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs NARNOLIA LARGE CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
BB Money Plant
NARNOLIA LARGE CAP STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
−1.51%
6 Months
16.35%
−2.49%
1 Year
29.45%
1.85%
3 Years
—
12.22%
5 Years
—
8.68%
Since Inception
33.72%
15.27%
Fund Age
16 mo
14 yrs 5 mo
AUM
₹17.74 Cr
₹116.22 Cr
Alpha – 1 Year
26.47%
2.20%
Alpha – 3 Years
—
3.22%
Information Ratio – 3 Years
—
0.70
Volatility – 1 Year
19.66%
18.13%
Volatility – 3 Years
—
15.25%
Beta – 1 Year
0.78
1.12
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
1.14
-0.09
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
-2.08%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
−14.20%
−15.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
99.45%
Median Rolling Year
—
15.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
L 86% · M 7% · S 3%
Number of Stocks
30
21
Portfolio P/E
52.18
29.25
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%
Mahindra & Mahindra Ltd · 9.39%
State Bank of India · 8.94%
ICICI Bank Ltd · 7.71%
HDFC Bank Ltd · 7.49%
Larsen & Toubro Ltd · 5.93%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Financial Services · 36.32%
Automobile and Auto Components · 12.08%
Consumer Services · 11.13%
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%