Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Valtrust Momentum
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
4.78%
6 Months
16.35%
15.08%
1 Year
29.45%
13.63%
3 Years
—
16.91%
5 Years
—
—
Since Inception
33.72%
23.12%
Fund Age
16 mo
3 yrs 7 mo
AUM
₹17.74 Cr
₹78.91 Cr
Alpha – 1 Year
26.47%
8.91%
Alpha – 3 Years
—
4.82%
Information Ratio – 3 Years
—
0.40
Volatility – 1 Year
19.66%
20.25%
Volatility – 3 Years
—
21.43%
Beta – 1 Year
0.78
1.06
Beta – 3 Years
—
1.18
Sharpe Ratio – 1 Year
1.14
0.47
Sharpe Ratio – 3 Years
—
0.59
Worst Rolling Year
—
15.66%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−14.20%
−29.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.72%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 2% · S 74%
L 15% · M 30% · S 55%
Number of Stocks
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
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%