Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Wave-Bloom
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.92%
−0.67%
6 Months
16.35%
−7.55%
1 Year
29.45%
0.34%
3 Years
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—
5 Years
—
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Since Inception
33.72%
12.70%
Fund Age
16 mo
2 yrs 3 mo
AUM
₹17.74 Cr
₹7.52 Cr
Alpha – 1 Year
26.47%
−2.64%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
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Volatility – 1 Year
19.66%
8.98%
Volatility – 3 Years
—
—
Beta – 1 Year
0.78
0.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.14
-0.50
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.20%
−10.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 5% · M 2% · S 74%
L 71% · M 18% · S 10%
Number of Stocks
30
10
Portfolio P/E
52.18
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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