Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs JM Financial - Focus
Add SchemeGrowth of ₹1 Crore
BB Bluechip
JM Financial - Focus
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.28%
1.03%
6 Months
16.54%
6.82%
1 Year
15.86%
3.42%
3 Years
—
13.55%
5 Years
—
9.47%
Since Inception
29.22%
15.08%
Fund Age
17 mo
13 yrs 9 mo
AUM
₹12.45 Cr
₹319.05 Cr
Alpha – 1 Year
12.88%
0.44%
Alpha – 3 Years
—
1.66%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
23.63%
13.79%
Volatility – 3 Years
—
15.92%
Beta – 1 Year
1.27
0.75
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.50
-0.08
Sharpe Ratio – 3 Years
—
0.53
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.85%
−20.24%
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 63% · M 12% · S 18%
Number of Stocks
16
49
Portfolio P/E
18.79
33.08
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%
ICICI Bank Ltd · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 0%