Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
BB Money Plant
SVAN Velocity
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
3.40%
6 Months
16.35%
21.77%
1 Year
29.45%
16.05%
3 Years
—
23.24%
5 Years
—
—
Since Inception
33.72%
24.82%
Fund Age
16 mo
3 yrs 1 mo
AUM
₹17.74 Cr
₹415.03 Cr
Alpha – 1 Year
26.47%
11.33%
Alpha – 3 Years
—
11.15%
Information Ratio – 3 Years
—
0.72
Volatility – 1 Year
19.66%
25.50%
Volatility – 3 Years
—
24.35%
Beta – 1 Year
0.78
1.34
Beta – 3 Years
—
1.27
Sharpe Ratio – 1 Year
1.14
0.50
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
23.24%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
−14.20%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.73%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 2% · S 74%
M 2% · S 95%
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / – / –