Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs Bonanza Multicap
Add SchemeGrowth of ₹1 Crore
BB Bluechip
Bonanza Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.28%
5.27%
6 Months
16.54%
15.28%
1 Year
15.86%
11.46%
3 Years
—
12.93%
5 Years
—
14.25%
Since Inception
29.22%
20.43%
Fund Age
17 mo
8 yrs 1 mo
AUM
₹12.45 Cr
₹7.34 Cr
Alpha – 1 Year
12.88%
11.81%
Alpha – 3 Years
—
3.93%
Information Ratio – 3 Years
—
0.17
Volatility – 1 Year
23.63%
25.10%
Volatility – 3 Years
—
27.35%
Beta – 1 Year
1.27
1.24
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.50
0.33
Sharpe Ratio – 3 Years
—
0.39
Worst Rolling Year
—
12.27%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−13.85%
−33.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
29.35%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 53% · M 1% · S 36%
L 8% · M 5% · S 83%
Number of Stocks
16
33
Portfolio P/E
18.79
30.34
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%
Cash & Cash Equivalent · 5.71%
Bajaj Finance Ltd · 5.23%
Garden Reach Shipbuilders & Engineers Ltd · 5.13%
Northern Arc Capital Ltd · 4.74%
SG Finserve Ltd · 4.72%
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
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%