Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
BB Bluechip
Fractal Capital - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.28%
4.42%
6 Months
16.54%
4.79%
1 Year
15.86%
−0.59%
3 Years
—
11.57%
5 Years
—
13.86%
Since Inception
29.22%
15.96%
Fund Age
17 mo
5 yrs 5 mo
AUM
₹12.45 Cr
₹45.81 Cr
Alpha – 1 Year
12.88%
−5.31%
Alpha – 3 Years
—
−0.52%
Information Ratio – 3 Years
—
-0.06
Volatility – 1 Year
23.63%
21.96%
Volatility – 3 Years
—
17.35%
Beta – 1 Year
1.27
1.19
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.50
-0.16
Sharpe Ratio – 3 Years
—
0.42
Worst Rolling Year
—
10.84%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−13.85%
−22.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
22.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 1% · S 36%
L 23% · M 4% · S 73%
Number of Stocks
16
16
Portfolio P/E
18.79
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%