Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs Kotak Pioneer Model Strategy Conservative
Add SchemeGrowth of ₹1 Crore
BB Bluechip
Kotak Pioneer Model Strategy Conservative
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
3.28%
0.76%
6 Months
16.54%
−3.76%
1 Year
15.86%
22.86%
3 Years
—
—
5 Years
—
—
Since Inception
29.22%
13.01%
Fund Age
17 mo
4 yrs 1 mo
AUM
₹12.45 Cr
₹1.16 Cr
Alpha – 1 Year
12.88%
16.15%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.30
Volatility – 1 Year
23.63%
15.51%
Volatility – 3 Years
—
9.32%
Beta – 1 Year
1.27
0.62
Beta – 3 Years
—
0.45
Sharpe Ratio – 1 Year
0.50
1.06
Sharpe Ratio – 3 Years
—
0.93
Worst Rolling Year
—
9.06%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−13.85%
−13.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.57%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 53% · M 1% · S 36%
—
Number of Stocks
16
—
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%
HDFC Flexi Cap Fund - Direct (G) · 15.10%
Kotak Flexi Cap Fund - Direct (G) · 13.59%
HDFC Ultra Short to Short Term Fund - Direct (G) · 11.63%
ICICI Pru Ultra Short to Short Term Fund - Direct (G) · 7.75%
Kotak Active Momentum Fund - Direct (G) · 7.39%
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –