Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
BB Money Plant
SageOne - Smallcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
0.91%
6 Months
16.35%
22.17%
1 Year
29.45%
13.49%
3 Years
—
12.21%
5 Years
—
11.23%
Since Inception
33.72%
22.14%
Fund Age
16 mo
7 yrs 4 mo
AUM
₹17.74 Cr
₹1,280.4 Cr
Alpha – 1 Year
26.47%
8.77%
Alpha – 3 Years
—
0.12%
Information Ratio – 3 Years
—
0.01
Volatility – 1 Year
19.66%
24.60%
Volatility – 3 Years
—
22.41%
Beta – 1 Year
0.78
1.20
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
1.14
0.41
Sharpe Ratio – 3 Years
—
0.39
Worst Rolling Year
—
4.49%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−14.20%
−26.42%
Recovery Period
Not yet recovered
479 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.05%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
S 100%
Number of Stocks
30
18
Portfolio P/E
52.18
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
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%