Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
BB Bluechip
Shriram LEAPS
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
3.28%
4.25%
6 Months
16.54%
−2.25%
1 Year
15.86%
13.70%
3 Years
—
—
5 Years
—
—
Since Inception
29.22%
13.96%
Fund Age
17 mo
18 mo
AUM
₹12.45 Cr
₹0.37 Cr
Alpha – 1 Year
12.88%
14.05%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
23.63%
17.89%
Volatility – 3 Years
—
—
Beta – 1 Year
1.27
0.96
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.50
0.51
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.85%
−15.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 53% · M 1% · S 36%
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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%
Nippon India Silver ETF · 23.02%
Nippon India ETF Gold BeES · 16.92%
State Bank of India · 8.52%
CSB Bank Ltd · 7.11%
HDFC Bank Ltd · 5.12%
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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