Portfolio Management Services (PMS)Compare Schemes
ASK core Portfolio vs BB Bluechip
Add SchemeGrowth of ₹1 Crore
ASK core Portfolio
BB Bluechip
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.4%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.84%
3.28%
6 Months
−7.36%
16.54%
1 Year
−4.21%
15.86%
3 Years
—
—
5 Years
—
—
Since Inception
−4.18%
29.22%
Fund Age
12 mo
17 mo
AUM
₹139.3 Cr
₹12.45 Cr
Alpha – 1 Year
−3.78%
12.88%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.33%
23.63%
Volatility – 3 Years
—
—
Beta – 1 Year
1.01
1.27
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.52
0.50
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.12%
−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 76% · M 10% · S 10%
L 53% · M 1% · S 36%
Number of Stocks
15
16
Portfolio P/E
28.49
18.79
Top 5 Holdings
HDFC Bank Ltd · 9.77%
Reliance Industries Ltd · 9.44%
Bajaj Finserv Ltd · 9.17%
Nestle India Ltd · 8.72%
Kotak Mahindra Bank Ltd · 8.56%
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 · 34.81%
Construction · 10.70%
Capital Goods · 10.46%
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%