Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
BB Bluechip
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.28%
3.12%
6 Months
16.54%
8.08%
1 Year
15.86%
10.16%
3 Years
—
15.60%
5 Years
—
—
Since Inception
29.22%
19.84%
Fund Age
17 mo
6 yrs 11 mo
AUM
₹12.45 Cr
₹3.18 Cr
Alpha – 1 Year
12.88%
7.18%
Alpha – 3 Years
—
3.72%
Information Ratio – 3 Years
—
0.60
Volatility – 1 Year
23.63%
19.93%
Volatility – 3 Years
—
18.09%
Beta – 1 Year
1.27
1.12
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.50
0.31
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
14.68%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−13.85%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.30%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 53% · M 1% · S 36%
L 31% · M 55% · S 12%
Number of Stocks
16
29
Portfolio P/E
18.79
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / –