Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs White Whale - North Star Portfolio
Add SchemeGrowth of ₹1 Crore
BB Bluechip
White Whale - North Star Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.28%
1.86%
6 Months
16.54%
12.33%
1 Year
15.86%
4.88%
3 Years
—
11.50%
5 Years
—
8.05%
Since Inception
29.22%
12.28%
Fund Age
17 mo
5 yrs 9 mo
AUM
₹12.45 Cr
₹65.79 Cr
Alpha – 1 Year
12.88%
5.23%
Alpha – 3 Years
—
2.50%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
23.63%
22.05%
Volatility – 3 Years
—
16.19%
Beta – 1 Year
1.27
1.25
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.50
0.08
Sharpe Ratio – 3 Years
—
0.38
Worst Rolling Year
—
2.51%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
−13.85%
−22.63%
Recovery Period
Not yet recovered
143 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
10.42%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 1% · S 36%
L 46% · M 9% · S 40%
Number of Stocks
16
16
Portfolio P/E
18.79
40.26
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%
Bajaj Finance Ltd · 10.47%
Cartrade Tech Ltd · 9.73%
One 97 Communications Ltd · 7.24%
MAS Financial Services Ltd · 7.03%
Polycab India Ltd · 6.87%
Top Sectors
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
Financial Services · 35.55%
Healthcare · 17.03%
Consumer Services · 15.11%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%