Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Renaissance - Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
3.30%
6 Months
16.35%
9.86%
1 Year
29.45%
0.86%
3 Years
—
8.29%
5 Years
—
15.11%
Since Inception
33.72%
11.40%
Fund Age
16 mo
8 yrs 7 mo
AUM
₹17.74 Cr
₹119.22 Cr
Alpha – 1 Year
26.47%
1.21%
Alpha – 3 Years
—
−0.71%
Information Ratio – 3 Years
—
-0.05
Volatility – 1 Year
19.66%
21.27%
Volatility – 3 Years
—
19.22%
Beta – 1 Year
0.78
1.20
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
1.14
-0.10
Sharpe Ratio – 3 Years
—
0.25
Worst Rolling Year
—
0.71%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−14.20%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
99.76%
Median Rolling Year
—
19.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
L 2% · M 52% · S 44%
Number of Stocks
30
33
Portfolio P/E
52.18
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 1% / 0%