Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs White Whale - North Star Portfolio
Add SchemeGrowth of ₹1 Crore
BB Money Plant
White Whale - North Star Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
1.86%
6 Months
16.35%
12.33%
1 Year
29.45%
4.88%
3 Years
—
11.50%
5 Years
—
8.05%
Since Inception
33.72%
12.28%
Fund Age
16 mo
5 yrs 9 mo
AUM
₹17.74 Cr
₹65.79 Cr
Alpha – 1 Year
26.47%
5.23%
Alpha – 3 Years
—
2.50%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
19.66%
22.05%
Volatility – 3 Years
—
16.19%
Beta – 1 Year
0.78
1.25
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
1.14
0.08
Sharpe Ratio – 3 Years
—
0.38
Worst Rolling Year
—
2.51%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
−14.20%
−22.63%
Recovery Period
Not yet recovered
143 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
10.42%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
L 46% · M 9% · S 40%
Number of Stocks
30
16
Portfolio P/E
52.18
40.26
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%
Bajaj Finance Ltd · 10.47%
Cartrade Tech Ltd · 9.73%
One 97 Communications Ltd · 7.24%
MAS Financial Services Ltd · 7.03%
Polycab India Ltd · 6.87%
Top Sectors
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Financial Services · 35.55%
Healthcare · 17.03%
Consumer Services · 15.11%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%