Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
BB Money Plant
ORO - All Weather Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
−0.19%
6 Months
16.35%
−0.42%
1 Year
29.45%
−4.58%
3 Years
—
16.32%
5 Years
—
13.17%
Since Inception
33.72%
13.94%
Fund Age
16 mo
6 yrs 6 mo
AUM
₹17.74 Cr
₹13.16 Cr
Alpha – 1 Year
26.47%
−7.56%
Alpha – 3 Years
—
4.42%
Information Ratio – 3 Years
—
0.49
Volatility – 1 Year
19.66%
16.90%
Volatility – 3 Years
—
17.54%
Beta – 1 Year
0.78
0.86
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
1.14
-0.52
Sharpe Ratio – 3 Years
—
0.69
Worst Rolling Year
—
3.91%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−14.20%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
L 66% · M 23%
Number of Stocks
30
20
Portfolio P/E
52.18
20.74
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 · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%