Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
BB Money Plant
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
BB Money Plant
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
12.27%
6 Months
16.35%
−1.13%
1 Year
29.45%
6.59%
3 Years
—
20.44%
5 Years
—
16.17%
Since Inception
33.72%
13.07%
Fund Age
16 mo
15 yrs 3 mo
AUM
₹17.74 Cr
—
Alpha – 1 Year
26.47%
6.87%
Alpha – 3 Years
—
9.23%
Information Ratio – 3 Years
—
1.61
Volatility – 1 Year
19.66%
20.58%
Volatility – 3 Years
—
16.59%
Beta – 1 Year
0.78
1.21
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
1.14
0.15
Sharpe Ratio – 3 Years
—
0.90
Worst Rolling Year
—
13.98%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−14.20%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
L 73% · M 20% · S 7%
Number of Stocks
30
23
Portfolio P/E
52.18
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1.5% / 1% / 0.5%