Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs Ckredence-Diversified Fund
Add SchemeGrowth of ₹1 Crore
BB Bluechip
Ckredence-Diversified Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.28%
5.36%
6 Months
16.54%
17.83%
1 Year
15.86%
22.60%
3 Years
—
18.89%
5 Years
—
16.73%
Since Inception
29.22%
18.63%
Fund Age
17 mo
5 yrs 2 mo
AUM
₹12.45 Cr
₹146.97 Cr
Alpha – 1 Year
12.88%
17.88%
Alpha – 3 Years
—
6.80%
Information Ratio – 3 Years
—
0.75
Volatility – 1 Year
23.63%
20.18%
Volatility – 3 Years
—
16.94%
Beta – 1 Year
1.27
1.05
Beta – 3 Years
—
0.94
Sharpe Ratio – 1 Year
0.50
0.85
Sharpe Ratio – 3 Years
—
0.80
Worst Rolling Year
—
15.50%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−13.85%
−17.05%
Recovery Period
Not yet recovered
199 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.61%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 1% · S 36%
L 20% · M 19% · S 58%
Number of Stocks
16
32
Portfolio P/E
18.79
39.10
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%
Laurus Labs Ltd · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%