Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
BB Bluechip
SMC Global - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.28%
5.80%
6 Months
16.54%
20.03%
1 Year
15.86%
17.27%
3 Years
—
12.81%
5 Years
—
11.98%
Since Inception
29.22%
14.70%
Fund Age
17 mo
6 yrs 10 mo
AUM
₹12.45 Cr
₹201.68 Cr
Alpha – 1 Year
12.88%
12.55%
Alpha – 3 Years
—
0.73%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
23.63%
22.73%
Volatility – 3 Years
—
20.11%
Beta – 1 Year
1.27
1.17
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.50
0.58
Sharpe Ratio – 3 Years
—
0.44
Worst Rolling Year
—
7.98%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−13.85%
−25.65%
Recovery Period
Not yet recovered
520 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 1% · S 36%
L 38% · M 4% · S 49%
Number of Stocks
16
24
Portfolio P/E
18.79
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
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%