Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
BB Money Plant
SageOne - Core Portfolio
Return for the risk
3 yrs return
20%
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
11.42%
6 Months
16.35%
35.03%
1 Year
29.45%
37.21%
3 Years
—
27.05%
5 Years
—
21.76%
Since Inception
33.72%
19.33%
Fund Age
16 mo
6 yrs 10 mo
AUM
₹17.74 Cr
₹2,975 Cr
Alpha – 1 Year
26.47%
23.77%
Alpha – 3 Years
—
6.78%
Information Ratio – 3 Years
—
5.24
Volatility – 1 Year
19.66%
18.59%
Volatility – 3 Years
—
19.39%
Beta – 1 Year
0.78
1.23
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
1.14
1.44
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
-6.18%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−14.20%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
92.59%
Median Rolling Year
—
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
—
Number of Stocks
30
14
Portfolio P/E
52.18
25.70
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%
—
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%