Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
BB Money Plant
SBI MF - ESG Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
2.26%
6 Months
16.35%
18.40%
1 Year
29.45%
9.21%
3 Years
—
13.13%
5 Years
—
13.39%
Since Inception
33.72%
14.83%
Fund Age
16 mo
10 yrs
AUM
₹17.74 Cr
₹666.2 Cr
Alpha – 1 Year
26.47%
9.64%
Alpha – 3 Years
—
4.56%
Information Ratio – 3 Years
—
0.38
Volatility – 1 Year
19.66%
18.95%
Volatility – 3 Years
—
16.01%
Beta – 1 Year
0.78
0.98
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
1.14
0.27
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
-3.31%
Value at Worst Rolling Year
—
₹0.97 Cr
Deepest Drawdown
−14.20%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
—
96.71%
Median Rolling Year
—
17.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
L 13% · M 17% · S 66%
Number of Stocks
30
—
Portfolio P/E
52.18
—
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
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%
1% / 0% / 0%