Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
BB Bluechip
Motilal Oswal - Ethical
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.28%
1.53%
6 Months
16.54%
18.13%
1 Year
15.86%
13.15%
3 Years
—
14.12%
5 Years
—
11.96%
Since Inception
29.22%
13.25%
Fund Age
17 mo
5 yrs 1 mo
AUM
₹12.45 Cr
₹77.09 Cr
Alpha – 1 Year
12.88%
10.17%
Alpha – 3 Years
—
2.24%
Information Ratio – 3 Years
—
0.36
Volatility – 1 Year
23.63%
23.76%
Volatility – 3 Years
—
19.81%
Beta – 1 Year
1.27
1.23
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.50
0.40
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
8.04%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−13.85%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 1% · S 36%
L 28% · M 28% · S 44%
Number of Stocks
16
20
Portfolio P/E
18.79
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%