Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
BB Bluechip
Green Portfolio - Special
Return for the risk
3 yrs return
10%
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.28%
2.75%
6 Months
16.54%
26.95%
1 Year
15.86%
13.12%
3 Years
—
17.80%
5 Years
—
15.04%
Since Inception
29.22%
22.70%
Fund Age
17 mo
8 yrs
AUM
₹12.45 Cr
₹357.26 Cr
Alpha – 1 Year
12.88%
10.14%
Alpha – 3 Years
—
5.90%
Information Ratio – 3 Years
—
0.31
Volatility – 1 Year
23.63%
32.38%
Volatility – 3 Years
—
25.45%
Beta – 1 Year
1.27
1.68
Beta – 3 Years
—
1.37
Sharpe Ratio – 1 Year
0.50
0.36
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
11.19%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−13.85%
−26.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
27.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 1% · S 36%
L 7% · M 19% · S 59%
Number of Stocks
16
42
Portfolio P/E
18.79
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%