Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
BB Bluechip
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.28%
−0.96%
6 Months
16.54%
−5.85%
1 Year
15.86%
1.08%
3 Years
—
1.92%
5 Years
—
1.54%
Since Inception
29.22%
4.73%
Fund Age
17 mo
9 yrs 11 mo
AUM
₹12.45 Cr
₹4.85 Cr
Alpha – 1 Year
12.88%
−8.50%
Alpha – 3 Years
—
−7.97%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
23.63%
9.90%
Volatility – 3 Years
—
26.17%
Beta – 1 Year
1.27
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.50
-0.53
Sharpe Ratio – 3 Years
—
0.01
Worst Rolling Year
—
2.80%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
−13.85%
−28.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 1% · S 36%
—
Number of Stocks
16
—
Portfolio P/E
18.79
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%