Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
BB Bluechip
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.28%
2.85%
6 Months
16.54%
22.81%
1 Year
15.86%
15.74%
3 Years
—
19.34%
5 Years
—
—
Since Inception
29.22%
24.49%
Fund Age
17 mo
3 yrs 3 mo
AUM
₹12.45 Cr
₹446.96 Cr
Alpha – 1 Year
12.88%
11.02%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.86
Volatility – 1 Year
23.63%
23.09%
Volatility – 3 Years
—
17.79%
Beta – 1 Year
1.27
1.11
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.50
0.51
Sharpe Ratio – 3 Years
—
0.79
Worst Rolling Year
—
19.32%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−13.85%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.74%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 53% · M 1% · S 36%
L 19% · S 80%
Number of Stocks
16
30
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%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—