Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs Magadh - Value for Growth
Add SchemeGrowth of ₹1 Crore
BB Bluechip
Magadh - Value for Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.28%
1.29%
6 Months
16.54%
−4.12%
1 Year
15.86%
1.97%
3 Years
—
12.30%
5 Years
—
12.28%
Since Inception
29.22%
12.08%
Fund Age
17 mo
5 yrs
AUM
₹12.45 Cr
₹27.16 Cr
Alpha – 1 Year
12.88%
−2.75%
Alpha – 3 Years
—
0.21%
Information Ratio – 3 Years
—
0.08
Volatility – 1 Year
23.63%
18.26%
Volatility – 3 Years
—
15.26%
Beta – 1 Year
1.27
1.01
Beta – 3 Years
—
0.92
Sharpe Ratio – 1 Year
0.50
-0.09
Sharpe Ratio – 3 Years
—
0.53
Worst Rolling Year
—
12.19%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−13.85%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 1% · S 36%
L 41% · M 28% · S 30%
Number of Stocks
16
27
Portfolio P/E
18.79
24.88
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%
V2 Retail Ltd · 10.02%
Eternal Ltd · 9.81%
Laurus Labs Ltd · 9.40%
State Bank of India · 8.27%
GE Vernova T&D India Ltd · 7.62%
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%