Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
BB Money Plant
SMC Global - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
5.80%
6 Months
16.35%
20.03%
1 Year
29.45%
17.27%
3 Years
—
12.81%
5 Years
—
11.98%
Since Inception
33.72%
14.70%
Fund Age
16 mo
6 yrs 10 mo
AUM
₹17.74 Cr
₹201.68 Cr
Alpha – 1 Year
26.47%
12.55%
Alpha – 3 Years
—
0.73%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
19.66%
22.73%
Volatility – 3 Years
—
20.11%
Beta – 1 Year
0.78
1.17
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
1.14
0.58
Sharpe Ratio – 3 Years
—
0.44
Worst Rolling Year
—
7.98%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−14.20%
−25.65%
Recovery Period
Not yet recovered
520 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
L 38% · M 4% · S 49%
Number of Stocks
30
24
Portfolio P/E
52.18
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
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%