Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs First Global - Indian Multi Asset Allocation
Add SchemeGrowth of ₹1 Crore
BB Bluechip
First Global - Indian Multi Asset Allocation
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.28%
1.49%
6 Months
16.54%
−0.27%
1 Year
15.86%
7.71%
3 Years
—
8.88%
5 Years
—
8.76%
Since Inception
29.22%
13.52%
Fund Age
17 mo
6 yrs 6 mo
AUM
₹12.45 Cr
₹23.87 Cr
Alpha – 1 Year
12.88%
0.17%
Alpha – 3 Years
—
−2.38%
Information Ratio – 3 Years
—
-0.16
Volatility – 1 Year
23.63%
13.29%
Volatility – 3 Years
—
12.09%
Beta – 1 Year
1.27
1.31
Beta – 3 Years
—
1.39
Sharpe Ratio – 1 Year
0.50
0.23
Sharpe Ratio – 3 Years
—
0.33
Worst Rolling Year
—
8.03%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−13.85%
−16.96%
Recovery Period
Not yet recovered
334 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 1% · S 36%
—
Number of Stocks
16
66
Portfolio P/E
18.79
19.43
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%
Nippon India ETF Gold BeES · 6.41%
ICICI Pru Banking and PSU Debt Fund - Direct (G) · 5.72%
ICICI Pru Dynamic Term Fund - Direct (G) · 5.72%
ICICI Pru Floating Interest Rates Fund-Direct (G) · 5.32%
Nippon India ETF Nifty Bank BeES · 4.01%
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%