Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
BB Bluechip
Sameeksha - Equity Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.28%
−0.38%
6 Months
16.54%
11.48%
1 Year
15.86%
7.29%
3 Years
—
16.29%
5 Years
—
16.45%
Since Inception
29.22%
20.67%
Fund Age
17 mo
10 yrs 4 mo
AUM
₹12.45 Cr
₹1,333.94 Cr
Alpha – 1 Year
12.88%
2.57%
Alpha – 3 Years
—
4.20%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
23.63%
21.33%
Volatility – 3 Years
—
16.22%
Beta – 1 Year
1.27
1.18
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.50
0.18
Sharpe Ratio – 3 Years
—
0.69
Worst Rolling Year
—
-0.52%
Value at Worst Rolling Year
—
₹0.99 Cr
Deepest Drawdown
−13.85%
−19.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
98.89%
Median Rolling Year
—
25.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 1% · S 36%
—
Number of Stocks
16
50
Portfolio P/E
18.79
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
—
Fixed Fee
2.50% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 0% / 0%