Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs ValPro Alpha A
Add SchemeGrowth of ₹1 Crore
BB Money Plant
ValPro Alpha A
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
0.73%
6 Months
16.35%
20.81%
1 Year
29.45%
18.30%
3 Years
—
17.96%
5 Years
—
12.95%
Since Inception
33.72%
15.75%
Fund Age
16 mo
5 yrs 4 mo
AUM
₹17.74 Cr
₹193.44 Cr
Alpha – 1 Year
26.47%
19.72%
Alpha – 3 Years
—
10.22%
Information Ratio – 3 Years
—
1.02
Volatility – 1 Year
19.66%
26.31%
Volatility – 3 Years
—
19.93%
Beta – 1 Year
0.78
1.42
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
1.14
0.55
Sharpe Ratio – 3 Years
—
0.67
Worst Rolling Year
—
8.87%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−14.20%
−19.69%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.51%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
L 31% · M 8% · S 35%
Number of Stocks
30
112
Portfolio P/E
52.18
35.74
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%
Sacheerome Ltd · 5.27%
Max India Ltd · 4.89%
Namo eWaste Management Ltd · 4.77%
Sunlite Recycling Industries Ltd · 3.22%
Adani Power Ltd · 3.01%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Capital Goods · 21.18%
Healthcare · 13.36%
Financial Services · 10.98%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%