Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
BB Bluechip
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.28%
8.45%
6 Months
16.54%
29.49%
1 Year
15.86%
37.09%
3 Years
—
18.49%
5 Years
—
12.39%
Since Inception
29.22%
18.64%
Fund Age
17 mo
10 yrs 3 mo
AUM
₹12.45 Cr
₹1,760.35 Cr
Alpha – 1 Year
12.88%
32.37%
Alpha – 3 Years
—
6.40%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
23.63%
25.02%
Volatility – 3 Years
—
18.27%
Beta – 1 Year
1.27
1.22
Beta – 3 Years
—
0.89
Sharpe Ratio – 1 Year
0.50
1.18
Sharpe Ratio – 3 Years
—
0.74
Worst Rolling Year
—
-0.28%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−13.85%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
—
99.89%
Median Rolling Year
—
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 1% · S 36%
L 11% · S 71%
Number of Stocks
16
13
Portfolio P/E
18.79
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%