Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Valcreate Growing India
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Valcreate Growing India
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
3.18%
6 Months
16.35%
5.18%
1 Year
29.45%
3.95%
3 Years
—
9.49%
5 Years
—
—
Since Inception
33.72%
13.85%
Fund Age
16 mo
3 yrs 6 mo
AUM
₹17.74 Cr
₹16.52 Cr
Alpha – 1 Year
26.47%
−0.77%
Alpha – 3 Years
—
−2.60%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
19.66%
25.52%
Volatility – 3 Years
—
21.32%
Beta – 1 Year
0.78
1.24
Beta – 3 Years
—
1.16
Sharpe Ratio – 1 Year
1.14
0.06
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.20%
—
Recovery Period
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%
—
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%
Punjab National Bank · 6.72%
Sharda Cropchem Ltd · 6.30%
Swaraj Engines Ltd · 6.12%
Bank of Baroda · 5.94%
Can Fin Homes Ltd · 5.87%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%