Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
BB Bluechip
Bonanza - Edge
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.28%
4.43%
6 Months
16.54%
22.24%
1 Year
15.86%
21.33%
3 Years
—
15.83%
5 Years
—
20.63%
Since Inception
29.22%
19.53%
Fund Age
17 mo
11 yrs
AUM
₹12.45 Cr
₹101.92 Cr
Alpha – 1 Year
12.88%
21.68%
Alpha – 3 Years
—
6.83%
Information Ratio – 3 Years
—
0.61
Volatility – 1 Year
23.63%
21.87%
Volatility – 3 Years
—
21.68%
Beta – 1 Year
1.27
1.10
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.50
0.75
Sharpe Ratio – 3 Years
—
0.65
Worst Rolling Year
—
-17.09%
Value at Worst Rolling Year
—
₹0.83 Cr
Deepest Drawdown
−13.85%
−27.12%
Recovery Period
Not yet recovered
148 days
1-Year Rolling Windows Positive
—
79.34%
Median Rolling Year
—
24.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 1% · S 36%
L 15% · M 12% · S 59%
Number of Stocks
16
65
Portfolio P/E
18.79
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%