Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
BB Bluechip
Hem Securities - India Rising SME Stars
Return for the risk
3 yrs return
10%
15%
20%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.28%
13.08%
6 Months
16.54%
39.75%
1 Year
15.86%
15.14%
3 Years
—
13.51%
5 Years
—
—
Since Inception
29.22%
26.22%
Fund Age
17 mo
4 yrs 6 mo
AUM
₹12.45 Cr
₹81.24 Cr
Alpha – 1 Year
12.88%
11.38%
Alpha – 3 Years
—
2.62%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
23.63%
46.80%
Volatility – 3 Years
—
34.40%
Beta – 1 Year
1.27
2.21
Beta – 3 Years
—
1.57
Sharpe Ratio – 1 Year
0.50
0.38
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
9.66%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−13.85%
−43.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.78%
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%
—
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
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%