Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs ICICI Prudential PMS Emerging Leaders Strategy
Add SchemeGrowth of ₹1 Crore
BB Bluechip
ICICI Prudential PMS Emerging Leaders Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
3.28%
1.66%
6 Months
16.54%
4.68%
1 Year
15.86%
12.13%
3 Years
—
—
5 Years
—
—
Since Inception
29.22%
10.02%
Fund Age
17 mo
2 yrs 6 mo
AUM
₹12.45 Cr
₹267.19 Cr
Alpha – 1 Year
12.88%
7.41%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
23.63%
16.03%
Volatility – 3 Years
—
—
Beta – 1 Year
1.27
0.91
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.50
0.46
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.85%
−11.86%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 53% · M 1% · S 36%
L 3% · M 61% · S 32%
Number of Stocks
16
40
Portfolio P/E
18.79
28.06
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%
FSN E-Commerce Ventures Ltd · 5.29%
Jindal Stainless Ltd · 4.78%
Jindal Steel Ltd · 3.99%
Sarda Energy & Minerals Ltd · 3.59%
National Aluminium Company Ltd · 3.54%
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%
1% / 0% / 0%