Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Right Horizons - Super Value Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
3.00%
6 Months
16.35%
20.83%
1 Year
29.45%
12.18%
3 Years
—
13.97%
5 Years
—
17.12%
Since Inception
33.72%
15.75%
Fund Age
16 mo
13 yrs 8 mo
AUM
₹17.74 Cr
₹205.48 Cr
Alpha – 1 Year
26.47%
9.20%
Alpha – 3 Years
—
2.09%
Information Ratio – 3 Years
—
0.40
Volatility – 1 Year
19.66%
27.53%
Volatility – 3 Years
—
22.15%
Beta – 1 Year
0.78
1.45
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
1.14
0.35
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
-9.57%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−14.20%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
93.51%
Median Rolling Year
—
17.67%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 5% · M 2% · S 74%
L 17% · M 21% · S 60%
Number of Stocks
30
30
Portfolio P/E
52.18
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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%