Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Pelican PE fund
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Pelican PE fund
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.92%
−1.39%
6 Months
16.35%
−2.47%
1 Year
29.45%
1.15%
3 Years
—
8.53%
5 Years
—
8.38%
Since Inception
33.72%
10.13%
Fund Age
16 mo
8 yrs 2 mo
AUM
₹17.74 Cr
₹52.94 Cr
Alpha – 1 Year
26.47%
1.50%
Alpha – 3 Years
—
−0.47%
Information Ratio – 3 Years
—
-0.50
Volatility – 1 Year
19.66%
18.43%
Volatility – 3 Years
—
14.27%
Beta – 1 Year
0.78
1.13
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
1.14
-0.13
Sharpe Ratio – 3 Years
—
0.15
Worst Rolling Year
—
7.57%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−14.20%
−16.90%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
L 64% · M 27% · S 1%
Number of Stocks
30
10
Portfolio P/E
52.18
46.08
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%
Motilal Oswal Nifty Midcap 100 ETF · 22.71%
Maruti Suzuki India Ltd · 10.81%
Nippon India ETF Nifty 50 BeES · 9.02%
Larsen & Toubro Ltd · 8.93%
Bajaj Finance Ltd · 8.55%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%