Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
BB Bluechip
Sowilo Multicap Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.28%
3.12%
6 Months
16.54%
20.18%
1 Year
15.86%
17.30%
3 Years
—
18.32%
5 Years
—
—
Since Inception
29.22%
21.17%
Fund Age
17 mo
3 yrs 2 mo
AUM
₹12.45 Cr
₹171.55 Cr
Alpha – 1 Year
12.88%
12.58%
Alpha – 3 Years
—
6.23%
Information Ratio – 3 Years
—
0.82
Volatility – 1 Year
23.63%
24.39%
Volatility – 3 Years
—
21.61%
Beta – 1 Year
1.27
1.30
Beta – 3 Years
—
1.25
Sharpe Ratio – 1 Year
0.50
0.55
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
18.30%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
−13.85%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.41%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 53% · M 1% · S 36%
L 4% · M 4% · S 88%
Number of Stocks
16
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%