Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Unifi APJ 20*
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
3.07%
6 Months
16.35%
13.63%
1 Year
29.45%
10.76%
3 Years
—
13.00%
5 Years
—
13.13%
Since Inception
33.72%
20.07%
Fund Age
16 mo
10 yrs 11 mo
AUM
₹17.74 Cr
₹942.94 Cr
Alpha – 1 Year
26.47%
6.04%
Alpha – 3 Years
—
0.91%
Information Ratio – 3 Years
—
0.27
Volatility – 1 Year
19.66%
18.61%
Volatility – 3 Years
—
17.55%
Beta – 1 Year
0.78
1.02
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
1.14
0.35
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
-10.32%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−14.20%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
—
95.82%
Median Rolling Year
—
19.87%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
L 15% · M 3% · S 82%
Number of Stocks
30
—
Portfolio P/E
52.18
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—