Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
BB Money Plant
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
2.20%
6 Months
16.35%
6.00%
1 Year
29.45%
4.90%
3 Years
—
18.50%
5 Years
—
—
Since Inception
33.72%
16.60%
Fund Age
16 mo
3 yrs
AUM
₹17.74 Cr
₹209.72 Cr
Alpha – 1 Year
26.47%
0.20%
Alpha – 3 Years
—
6.40%
Information Ratio – 3 Years
—
1.16
Volatility – 1 Year
19.66%
19.79%
Volatility – 3 Years
—
17.07%
Beta – 1 Year
0.78
1.06
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
1.14
0.07
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
18.52%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−14.20%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.77%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 2% · S 74%
L 67% · M 33%
Number of Stocks
30
24
Portfolio P/E
52.18
40.00
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 · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%