Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Sameeksha - Equity Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
−0.38%
6 Months
16.35%
11.48%
1 Year
29.45%
7.29%
3 Years
—
16.29%
5 Years
—
16.45%
Since Inception
33.72%
20.67%
Fund Age
16 mo
10 yrs 4 mo
AUM
₹17.74 Cr
₹1,333.94 Cr
Alpha – 1 Year
26.47%
2.57%
Alpha – 3 Years
—
4.20%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
19.66%
21.33%
Volatility – 3 Years
—
16.22%
Beta – 1 Year
0.78
1.18
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
1.14
0.18
Sharpe Ratio – 3 Years
—
0.69
Worst Rolling Year
—
-0.52%
Value at Worst Rolling Year
—
₹0.99 Cr
Deepest Drawdown
−14.20%
−19.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
98.89%
Median Rolling Year
—
25.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
—
Number of Stocks
30
50
Portfolio P/E
52.18
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
—
Fixed Fee
2.50% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 0% / 0%