Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs BB Bluechip
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
BB Bluechip
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
3.28%
6 Months
−2.30%
16.54%
1 Year
1.68%
15.86%
3 Years
13.91%
—
5 Years
—
—
Since Inception
14.05%
29.22%
Fund Age
3 yrs 10 mo
17 mo
AUM
₹53.78 Cr
₹12.45 Cr
Alpha – 1 Year
−3.04%
12.88%
Alpha – 3 Years
1.82%
—
Information Ratio – 3 Years
0.34
—
Volatility – 1 Year
15.80%
23.63%
Volatility – 3 Years
15.64%
—
Beta – 1 Year
0.86
1.27
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.15
0.50
Sharpe Ratio – 3 Years
0.71
—
Worst Rolling Year
15.78%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−18.40%
−13.85%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.35%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 53% · M 1% · S 36%
Number of Stocks
—
16
Portfolio P/E
—
18.79
Top 5 Holdings
—
Life Insurance Corporation of India · 16.80%
Indian Energy Exchange Ltd · 10.78%
Bajaj Holdings & Investment Ltd · 7.29%
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 7.22%
Sun Pharmaceutical Industries Ltd · 7.21%
Top Sectors
—
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%