Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Shriram Future GEMS
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Shriram Future GEMS
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.92%
2.93%
6 Months
16.35%
1.59%
1 Year
29.45%
25.48%
3 Years
—
—
5 Years
—
—
Since Inception
33.72%
30.29%
Fund Age
16 mo
18 mo
AUM
₹17.74 Cr
₹0.8 Cr
Alpha – 1 Year
26.47%
25.83%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.66%
16.88%
Volatility – 3 Years
—
—
Beta – 1 Year
0.78
0.86
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.14
1.13
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.20%
−15.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 5% · M 2% · S 74%
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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%
Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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