Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
3.11%
6 Months
16.35%
4.12%
1 Year
29.45%
−0.25%
3 Years
—
10.95%
5 Years
—
10.56%
Since Inception
33.72%
10.62%
Fund Age
16 mo
13 yrs 8 mo
AUM
₹17.74 Cr
₹41.22 Cr
Alpha – 1 Year
26.47%
0.18%
Alpha – 3 Years
—
2.39%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
19.66%
20.61%
Volatility – 3 Years
—
17.57%
Beta – 1 Year
0.78
1.24
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
1.14
-0.18
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
-10.52%
Value at Worst Rolling Year
—
₹0.89 Cr
Deepest Drawdown
−14.20%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
93.48%
Median Rolling Year
—
12.26%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 5% · M 2% · S 74%
L 70% · M 29%
Number of Stocks
30
25
Portfolio P/E
52.18
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%