Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs Green Lantern - Alpha Fund
Add SchemeGrowth of ₹1 Crore
BB Bluechip
Green Lantern - Alpha Fund
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.28%
−0.10%
6 Months
16.54%
6.51%
1 Year
15.86%
15.14%
3 Years
—
23.23%
5 Years
—
23.21%
Since Inception
29.22%
29.55%
Fund Age
17 mo
6 yrs 6 mo
AUM
₹12.45 Cr
₹66.34 Cr
Alpha – 1 Year
12.88%
10.42%
Alpha – 3 Years
—
11.14%
Information Ratio – 3 Years
—
1.31
Volatility – 1 Year
23.63%
19.62%
Volatility – 3 Years
—
17.58%
Beta – 1 Year
1.27
1.01
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
0.50
0.54
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
23.09%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
−13.85%
−16.37%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
34.82%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 1% · S 36%
L 34% · M 14% · S 34%
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%
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 0%