Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
BB Bluechip
Motilal Oswal-Founders
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.28%
0.25%
6 Months
16.54%
15.19%
1 Year
15.86%
3.21%
3 Years
—
19.65%
5 Years
—
—
Since Inception
29.22%
25.09%
Fund Age
17 mo
3 yrs 5 mo
AUM
₹12.45 Cr
₹4,148.34 Cr
Alpha – 1 Year
12.88%
0.23%
Alpha – 3 Years
—
7.77%
Information Ratio – 3 Years
—
0.62
Volatility – 1 Year
23.63%
21.54%
Volatility – 3 Years
—
22.15%
Beta – 1 Year
1.27
1.06
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.50
-0.01
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
—
19.49%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−13.85%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 53% · M 1% · S 36%
L 26% · M 35% · S 37%
Number of Stocks
16
26
Portfolio P/E
18.79
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%