Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Nippon - Emerging India - EIP
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
2.63%
6 Months
16.35%
13.11%
1 Year
29.45%
15.44%
3 Years
—
15.82%
5 Years
—
15.29%
Since Inception
33.72%
15.37%
Fund Age
16 mo
9 yrs 4 mo
AUM
₹17.74 Cr
₹32.48 Cr
Alpha – 1 Year
26.47%
10.72%
Alpha – 3 Years
—
3.73%
Information Ratio – 3 Years
—
0.69
Volatility – 1 Year
19.66%
17.99%
Volatility – 3 Years
—
17.45%
Beta – 1 Year
0.78
0.99
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
1.14
0.59
Sharpe Ratio – 3 Years
—
0.71
Worst Rolling Year
—
-6.27%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−14.20%
−21.15%
Recovery Period
Not yet recovered
474 days
1-Year Rolling Windows Positive
—
92.43%
Median Rolling Year
—
21.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
L 8% · M 22% · S 44%
Number of Stocks
30
30
Portfolio P/E
52.18
30.67
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%
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%