Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
BB Bluechip
MOAT - Special Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.28%
2.77%
6 Months
16.54%
8.02%
1 Year
15.86%
5.50%
3 Years
—
7.60%
5 Years
—
9.19%
Since Inception
29.22%
14.35%
Fund Age
17 mo
5 yrs 9 mo
AUM
₹12.45 Cr
₹11.85 Cr
Alpha – 1 Year
12.88%
0.78%
Alpha – 3 Years
—
−4.49%
Information Ratio – 3 Years
—
-0.44
Volatility – 1 Year
23.63%
20.18%
Volatility – 3 Years
—
17.74%
Beta – 1 Year
1.27
1.11
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.50
0.10
Sharpe Ratio – 3 Years
—
0.27
Worst Rolling Year
—
7.60%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−13.85%
−24.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.22%
5-Year Rolling Windows Positive
—
100.00%
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%
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
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%
0% / 0% / 0%