Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Purnartha One Strategy
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Purnartha One Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.92%
−1.07%
6 Months
16.35%
4.90%
1 Year
29.45%
8.20%
3 Years
—
—
5 Years
—
—
Since Inception
33.72%
8.35%
Fund Age
16 mo
2 yrs 11 mo
AUM
₹17.74 Cr
₹5.79 Cr
Alpha – 1 Year
26.47%
1.34%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.66%
14.87%
Volatility – 3 Years
—
11.97%
Beta – 1 Year
0.78
1.50
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.14
0.25
Sharpe Ratio – 3 Years
—
0.34
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.20%
−10.35%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 2% · S 74%
L 23% · M 8% · S 15%
Number of Stocks
30
—
Portfolio P/E
52.18
20.01
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%
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge Ltd · 0.00%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%