Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs Centrum PMS - Good to Great
Add SchemeGrowth of ₹1 Crore
BB Bluechip
Centrum PMS - Good to Great
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.28%
1.70%
6 Months
16.54%
9.08%
1 Year
15.86%
−2.99%
3 Years
—
5.96%
5 Years
—
8.08%
Since Inception
29.22%
15.75%
Fund Age
17 mo
7 yrs 2 mo
AUM
₹12.45 Cr
₹61.93 Cr
Alpha – 1 Year
12.88%
−7.71%
Alpha – 3 Years
—
−6.13%
Information Ratio – 3 Years
—
-0.39
Volatility – 1 Year
23.63%
26.39%
Volatility – 3 Years
—
21.38%
Beta – 1 Year
1.27
1.37
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.50
-0.20
Sharpe Ratio – 3 Years
—
0.18
Worst Rolling Year
—
5.04%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−13.85%
−33.64%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.83%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 1% · S 36%
L 2% · M 12% · S 82%
Number of Stocks
16
24
Portfolio P/E
18.79
41.54
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 · 11.07%
Anant Raj Ltd · 6.04%
Time Technoplast Ltd · 5.18%
Gokaldas Exports Ltd · 5.16%
Manorama Industries Ltd · 4.98%
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%