Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs MoneyGrow Asset--Bespoke
Add SchemeGrowth of ₹1 Crore
BB Bluechip
MoneyGrow Asset--Bespoke
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.28%
4.54%
6 Months
16.54%
22.22%
1 Year
15.86%
18.30%
3 Years
—
15.67%
5 Years
—
—
Since Inception
29.22%
20.11%
Fund Age
17 mo
3 yrs 4 mo
AUM
₹12.45 Cr
₹135.39 Cr
Alpha – 1 Year
12.88%
11.45%
Alpha – 3 Years
—
4.63%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
23.63%
34.13%
Volatility – 3 Years
—
22.86%
Beta – 1 Year
1.27
2.68
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.50
0.49
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
12.96%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−13.85%
−27.31%
Recovery Period
Not yet recovered
77 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.16%
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%
—
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%
3% / 2% / 1%