Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs HDFC India Ascent Portfolio - DPMS
Add SchemeGrowth of ₹1 Crore
BB Bluechip
HDFC India Ascent Portfolio - DPMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.28%
−1.07%
6 Months
16.54%
1.78%
1 Year
15.86%
5.40%
3 Years
—
8.85%
5 Years
—
—
Since Inception
29.22%
10.06%
Fund Age
17 mo
3 yrs 2 mo
AUM
₹12.45 Cr
₹6 Cr
Alpha – 1 Year
12.88%
0.68%
Alpha – 3 Years
—
−3.24%
Information Ratio – 3 Years
—
-0.36
Volatility – 1 Year
23.63%
19.91%
Volatility – 3 Years
—
17.03%
Beta – 1 Year
1.27
1.12
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.50
0.09
Sharpe Ratio – 3 Years
—
0.27
Worst Rolling Year
—
8.77%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−13.85%
−18.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
10.14%
5-Year Rolling Windows Positive
—
—
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%
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Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
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Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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