Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs CAPITAL 8 INFINITY FUND
Add SchemeGrowth of ₹1 Crore
BB Bluechip
CAPITAL 8 INFINITY FUND
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
3.28%
5.13%
6 Months
16.54%
16.71%
1 Year
15.86%
27.85%
3 Years
—
—
5 Years
—
—
Since Inception
29.22%
26.02%
Fund Age
17 mo
2 yrs 6 mo
AUM
₹12.45 Cr
₹177.44 Cr
Alpha – 1 Year
12.88%
23.13%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
23.63%
22.56%
Volatility – 3 Years
—
—
Beta – 1 Year
1.27
0.79
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.50
0.96
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.85%
−8.91%
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%
L 6% · M 15% · S 32%
Number of Stocks
16
18
Portfolio P/E
18.79
22.34
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%
Kotak Arbitrage Fund - Direct (G) · 20.42%
Invesco India Money Market Fund - Direct (G) · 13.06%
Steel Authority of India Ltd · 12.77%
Graphite India Ltd · 9.93%
AXIS Money Market Fund - Direct (G) · 9.44%
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
20% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%