Portfolio Management Services (PMS)Compare Schemes
Amaltas Keystone Fund vs BB Bluechip
Add SchemeGrowth of ₹1 Crore
Amaltas Keystone Fund
BB Bluechip
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
5.65%
3.28%
6 Months
52.84%
16.54%
1 Year
44.79%
15.86%
3 Years
—
—
5 Years
—
—
Since Inception
24.04%
29.22%
Fund Age
19 mo
17 mo
AUM
₹65.12 Cr
₹12.45 Cr
Alpha – 1 Year
40.07%
12.88%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
32.99%
23.63%
Volatility – 3 Years
—
—
Beta – 1 Year
1.48
1.27
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.12
0.50
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.77%
−13.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
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
Piramal Enterprises Limited · 0.00%
CARE Ratings Ltd · 0.00%
Sterlite Technologies Ltd · 0.00%
Muthoot Microfin Ltd · 0.00%
Bodal Chemicals Ltd · 0.00%
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
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%