Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
BB Bluechip
SageOne - Core Portfolio
Return for the risk
3 yrs return
20%
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.28%
11.42%
6 Months
16.54%
35.03%
1 Year
15.86%
37.21%
3 Years
—
27.05%
5 Years
—
21.76%
Since Inception
29.22%
19.33%
Fund Age
17 mo
6 yrs 10 mo
AUM
₹12.45 Cr
₹2,975 Cr
Alpha – 1 Year
12.88%
23.77%
Alpha – 3 Years
—
6.78%
Information Ratio – 3 Years
—
5.24
Volatility – 1 Year
23.63%
18.59%
Volatility – 3 Years
—
19.39%
Beta – 1 Year
1.27
1.23
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.50
1.44
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
-6.18%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−13.85%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
92.59%
Median Rolling Year
—
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 1% · S 36%
—
Number of Stocks
16
14
Portfolio P/E
18.79
25.70
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%
—
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%