Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
BB Bluechip
Unifi Blended - Rangoli
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.28%
3.17%
6 Months
16.54%
10.91%
1 Year
15.86%
10.45%
3 Years
—
10.60%
5 Years
—
10.74%
Since Inception
29.22%
18.07%
Fund Age
17 mo
9 yrs 2 mo
AUM
₹12.45 Cr
₹11,464.61 Cr
Alpha – 1 Year
12.88%
5.73%
Alpha – 3 Years
—
−1.49%
Information Ratio – 3 Years
—
-0.11
Volatility – 1 Year
23.63%
18.78%
Volatility – 3 Years
—
16.83%
Beta – 1 Year
1.27
1.04
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
0.50
0.34
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
4.89%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−13.85%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 1% · S 36%
L 24% · M 11% · S 66%
Number of Stocks
16
—
Portfolio P/E
18.79
21.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
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%
0% / 0% / 0%