Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs JM Financial - The Opportunistic
Add SchemeGrowth of ₹1 Crore
BB Bluechip
JM Financial - The Opportunistic
Return for the risk
3 yrs return
20%
25%
30%
0%
10%
Volatility • 3 yrs deviation
1 Month
3.28%
2.65%
6 Months
16.54%
21.60%
1 Year
15.86%
21.16%
3 Years
—
24.80%
5 Years
—
17.88%
Since Inception
29.22%
9.69%
Fund Age
17 mo
9 yrs 2 mo
AUM
₹12.45 Cr
₹10.09 Cr
Alpha – 1 Year
12.88%
18.18%
Alpha – 3 Years
—
12.91%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
23.63%
1.87%
Volatility – 3 Years
—
1.87%
Beta – 1 Year
1.27
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.50
16.58
Sharpe Ratio – 3 Years
—
16.58
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.85%
—
Recovery Period
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 33% · M 13% · S 49%
Number of Stocks
16
22
Portfolio P/E
18.79
38.25
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%
Capital Goods · 32.11%
Healthcare · 18.52%
Financial Services · 17.96%
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%