Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs Phillip Income Builder Portfolio
Add SchemeGrowth of ₹1 Crore
BB Bluechip
Phillip Income Builder Portfolio
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
Volatility • 3 yrs deviation
1 Month
3.28%
0.82%
6 Months
16.54%
5.10%
1 Year
15.86%
10.73%
3 Years
—
13.62%
5 Years
—
—
Since Inception
29.22%
13.76%
Fund Age
17 mo
3 yrs
AUM
₹12.45 Cr
₹261.91 Cr
Alpha – 1 Year
12.88%
5.53%
Alpha – 3 Years
—
6.73%
Information Ratio – 3 Years
—
2.55
Volatility – 1 Year
23.63%
1.39%
Volatility – 3 Years
—
1.55%
Beta – 1 Year
1.27
0.39
Beta – 3 Years
—
0.13
Sharpe Ratio – 1 Year
0.50
3.51
Sharpe Ratio – 3 Years
—
4.91
Worst Rolling Year
—
13.63%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−13.85%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.72%
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%
11% Kosamattam · 0.00%
Muthoot Fincorp Ltd. 10.45% DB REDEEM 24/12/2032 INR 10000 · 0.00%
Indostar Capital Finance Ltd 10.30% DB REDEEM 25/09/2027 INR 1000 · 0.00%
Navi Finserv Ltd. 10.75% DB REDEEM 19/08/2028 INR 10000 · 0.00%
MUTHOOTTU MINI FINANCIERS LTD 9.25 NCD 18SP27 FVRS10000 · 0.00%
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
—
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%