PMS · Equity · Multi Cap
BB Money Plant
Fund size₹18 Cr
IRRSince inception33.72%
1Y return29.45%
Fund age16 mo
Fund Manager
Growth of₹Cr
BB Money Plant
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| BB Money Plant | 19.97% | 29.45% | — | — | — | 33.72% |
| Nifty 500 | −1.07% | 2.98% | — | — | — | 13.03% |
| Excess over benchmark | 21.04% | 26.47% | — | — | — | 20.69% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
19.66%
Benchmark approx 16.14%
A standard deviation reflecting historical swings.
Sensitivity
0.78
Beta vs benchmark 1.00 · 22% less reactive
How strongly the scheme moves with the index.
Risk-reward
1.14
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −14.20%, and recovered on 06 May 2026.
Max drawdowns
−14.20%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −14.20% | – | 06 May 2026 | – |
| Benchmark | 31 Jul 2025 | 30 Mar 2026 | −14.69% | 242 days | – | – |
Scheme
Peak–
Trough–
Depth−14.20%
Fell over–
Recovered06 May 2026
Recovery took–
Benchmark
Peak31 Jul 2025
Trough30 Mar 2026
Depth−14.69%
Fell over242 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Stocks
30
P/E ratio
52.18
P/B ratio
5.85
Dividend yield
0.19%
Avg market cap
₹21,861 Cr
Median market cap
₹12,039 Cr
Asset class
Equity
Market cap
Large cap4.56%
Mid cap2.46%
Small cap73.90%
Cash & others19.08%
As on 31 Jul 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 10.50% gross return.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
HybridPlan B · Shared upsideFixed Management Fee2.00% / yr
Performance Fee20% of profit
Hurdle RateAbove 8%
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
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