Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs Motilal Oswal - India Growth Strategy
Add SchemeGrowth of ₹1 Crore
BB Bluechip
Motilal Oswal - India Growth Strategy
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%
1.02%
6 Months
16.54%
20.43%
1 Year
15.86%
14.98%
3 Years
—
—
5 Years
—
—
Since Inception
29.22%
20.69%
Fund Age
17 mo
2 yrs 8 mo
AUM
₹12.45 Cr
₹320.35 Cr
Alpha – 1 Year
12.88%
12.00%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
23.63%
24.24%
Volatility – 3 Years
—
—
Beta – 1 Year
1.27
1.26
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.50
0.46
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.85%
−12.04%
Recovery Period
Not yet recovered
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 5% · M 36% · S 51%
Number of Stocks
16
29
Portfolio P/E
18.79
40.22
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 · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
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%