Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
BB Money Plant
TCG Transformative Growth Portfolio
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−0.92%
2.52%
6 Months
16.35%
12.02%
1 Year
29.45%
4.98%
3 Years
—
—
5 Years
—
—
Since Inception
33.72%
2.03%
Fund Age
16 mo
1 yr 10 mo
AUM
₹17.74 Cr
₹167.29 Cr
Alpha – 1 Year
26.47%
0.26%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.66%
26.96%
Volatility – 3 Years
—
—
Beta – 1 Year
0.78
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.14
0.10
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.20%
−22.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 2% · S 74%
M 5% · S 94%
Number of Stocks
30
20
Portfolio P/E
52.18
37.20
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%
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2.5% / 1.5% / 0%