Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
BB Bluechip
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
20%
25%
30%
35%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.28%
0.30%
6 Months
16.54%
26.99%
1 Year
15.86%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
29.22%
35.84%
Fund Age
17 mo
4 yrs 3 mo
AUM
₹12.45 Cr
₹521.91 Cr
Alpha – 1 Year
12.88%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
23.63%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
1.27
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.50
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−13.85%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
36.88%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 53% · M 1% · S 36%
—
Number of Stocks
16
49
Portfolio P/E
18.79
21.17
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%
—
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—