Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs SHREE SMART MARKET PLAN
Add SchemeGrowth of ₹1 Crore
BB Bluechip
SHREE SMART MARKET PLAN
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.28%
1.81%
6 Months
16.54%
1.04%
1 Year
15.86%
0.26%
3 Years
—
5.24%
5 Years
—
—
Since Inception
29.22%
8.72%
Fund Age
17 mo
4 yrs 3 mo
AUM
₹12.45 Cr
₹53.49 Cr
Alpha – 1 Year
12.88%
0.69%
Alpha – 3 Years
—
−3.33%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
23.63%
17.93%
Volatility – 3 Years
—
23.60%
Beta – 1 Year
1.27
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.50
0.06
Sharpe Ratio – 3 Years
—
0.67
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.85%
−13.25%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
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%
—
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
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Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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