Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs Estee-I-Alpha
Add SchemeGrowth of ₹1 Crore
BB Bluechip
Estee-I-Alpha
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
Volatility • 3 yrs deviation
1 Month
3.28%
−0.25%
6 Months
16.54%
3.36%
1 Year
15.86%
7.71%
3 Years
—
10.42%
5 Years
—
9.09%
Since Inception
29.22%
10.42%
Fund Age
17 mo
16 yrs 11 mo
AUM
₹12.45 Cr
₹257.93 Cr
Alpha – 1 Year
12.88%
0.40%
Alpha – 3 Years
—
2.97%
Information Ratio – 3 Years
—
2.62
Volatility – 1 Year
23.63%
1.99%
Volatility – 3 Years
—
1.94%
Beta – 1 Year
1.27
0.35
Beta – 3 Years
—
0.35
Sharpe Ratio – 1 Year
0.50
1.45
Sharpe Ratio – 3 Years
—
3.79
Worst Rolling Year
—
7.00%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−13.85%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 1% · S 36%
—
Number of Stocks
16
—
Portfolio P/E
18.79
—
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%
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%