Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
BB Bluechip
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.28%
6.38%
6 Months
16.54%
30.29%
1 Year
15.86%
21.45%
3 Years
—
18.94%
5 Years
—
—
Since Inception
29.22%
23.25%
Fund Age
17 mo
3 yrs 1 mo
AUM
₹12.45 Cr
₹185.04 Cr
Alpha – 1 Year
12.88%
16.73%
Alpha – 3 Years
—
6.85%
Information Ratio – 3 Years
—
0.59
Volatility – 1 Year
23.63%
29.11%
Volatility – 3 Years
—
25.42%
Beta – 1 Year
1.27
1.26
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.50
0.62
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
18.95%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−13.85%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.62%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 53% · M 1% · S 36%
—
Number of Stocks
16
40
Portfolio P/E
18.79
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%