Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Narnolia - MultiCap Strategy
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Narnolia - MultiCap Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
−0.96%
6 Months
16.35%
0.48%
1 Year
29.45%
5.92%
3 Years
—
7.42%
5 Years
—
7.02%
Since Inception
33.72%
14.49%
Fund Age
16 mo
14 yrs 5 mo
AUM
₹17.74 Cr
₹332.27 Cr
Alpha – 1 Year
26.47%
6.27%
Alpha – 3 Years
—
−1.58%
Information Ratio – 3 Years
—
-0.22
Volatility – 1 Year
19.66%
17.19%
Volatility – 3 Years
—
15.80%
Beta – 1 Year
0.78
1.07
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
1.14
0.12
Sharpe Ratio – 3 Years
—
0.21
Worst Rolling Year
—
-8.23%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
−14.20%
−19.80%
Recovery Period
Not yet recovered
265 days
1-Year Rolling Windows Positive
—
95.19%
Median Rolling Year
—
13.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
L 58% · M 13% · S 28%
Number of Stocks
30
27
Portfolio P/E
52.18
36.45
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%
State Bank of India · 7.90%
Mahindra & Mahindra Ltd · 7.67%
HDFC Bank Ltd · 6.51%
Larsen & Toubro Ltd · 5.65%
Reliance Industries Ltd · 5.51%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Financial Services · 33.32%
Automobile and Auto Components · 15.10%
Fast Moving Consumer Goods · 7.43%
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%