Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs Monarch Wealth Creator Fund
Add SchemeGrowth of ₹1 Crore
BB Bluechip
Monarch Wealth Creator Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
3.28%
2.85%
6 Months
16.54%
12.32%
1 Year
15.86%
—
3 Years
—
—
5 Years
—
—
Since Inception
29.22%
13.81%
Fund Age
17 mo
8 mo
AUM
₹12.45 Cr
₹279.09 Cr
Alpha – 1 Year
12.88%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
23.63%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.27
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.50
—
Sharpe Ratio – 3 Years
—
—
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 35% · M 34% · S 23%
Number of Stocks
16
40
Portfolio P/E
18.79
19.53
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%
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0.5% / 0.5% / 0%