Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
BB Bluechip
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.28%
1.80%
6 Months
16.54%
2.80%
1 Year
15.86%
4.89%
3 Years
—
12.23%
5 Years
—
10.64%
Since Inception
29.22%
8.93%
Fund Age
17 mo
12 yrs
AUM
₹12.45 Cr
₹134.76 Cr
Alpha – 1 Year
12.88%
−1.08%
Alpha – 3 Years
—
1.34%
Information Ratio – 3 Years
—
0.07
Volatility – 1 Year
23.63%
10.79%
Volatility – 3 Years
—
9.62%
Beta – 1 Year
1.27
1.04
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
0.50
-0.01
Sharpe Ratio – 3 Years
—
0.69
Worst Rolling Year
—
0.05%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−13.85%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
—
99.79%
Median Rolling Year
—
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 1% · S 36%
L 50% · M 11% · S 8%
Number of Stocks
16
33
Portfolio P/E
18.79
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –