Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
BB Bluechip
KEDIA - Multi Cap
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.28%
2.23%
6 Months
16.54%
7.97%
1 Year
15.86%
6.21%
3 Years
—
12.78%
5 Years
—
14.19%
Since Inception
29.22%
16.41%
Fund Age
17 mo
7 yrs 3 mo
AUM
₹12.45 Cr
₹115.97 Cr
Alpha – 1 Year
12.88%
1.49%
Alpha – 3 Years
—
0.69%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
23.63%
15.75%
Volatility – 3 Years
—
15.69%
Beta – 1 Year
1.27
0.82
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
0.50
0.12
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
11.84%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−13.85%
−23.37%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 1% · S 36%
—
Number of Stocks
16
35
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
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%