Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
0.95%
6 Months
16.35%
11.98%
1 Year
29.45%
18.12%
3 Years
—
18.24%
5 Years
—
—
Since Inception
33.72%
20.21%
Fund Age
16 mo
4 yrs 8 mo
AUM
₹17.74 Cr
₹424.87 Cr
Alpha – 1 Year
26.47%
13.40%
Alpha – 3 Years
—
6.15%
Information Ratio – 3 Years
—
0.85
Volatility – 1 Year
19.66%
22.44%
Volatility – 3 Years
—
19.69%
Beta – 1 Year
0.78
1.22
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
1.14
0.61
Sharpe Ratio – 3 Years
—
0.80
Worst Rolling Year
—
18.24%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
−14.20%
−25.57%
Recovery Period
Not yet recovered
337 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.33%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 2% · S 74%
M 1% · S 89%
Number of Stocks
30
30
Portfolio P/E
52.18
23.45
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%
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%