Portfolio Management Services (PMS)Compare Schemes
NAFA - Emerging Bluechip vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
NAFA - Emerging Bluechip
NJ - Bluechip
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.39%
−1.21%
6 Months
5.71%
5.09%
1 Year
−0.97%
0.26%
3 Years
8.86%
9.53%
5 Years
14.20%
5.40%
Since Inception
14.76%
12.09%
Fund Age
10 yrs 5 mo
8 yrs 5 mo
AUM
₹447.76 Cr
₹1,644.09 Cr
Alpha – 1 Year
−2.83%
0.61%
Alpha – 3 Years
−3.22%
0.54%
Information Ratio – 3 Years
0.04
0.06
Volatility – 1 Year
24.79%
17.94%
Volatility – 3 Years
21.25%
17.25%
Beta – 1 Year
1.35
1.03
Beta – 3 Years
1.20
1.11
Sharpe Ratio – 1 Year
-0.14
-0.20
Sharpe Ratio – 3 Years
0.31
0.31
Worst Rolling Year
-13.00%
2.29%
Value at Worst Rolling Year
₹0.87 Cr
₹1.02 Cr
Deepest Drawdown
−26.06%
−21.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
84.68%
100.00%
Median Rolling Year
19.56%
16.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 84%
L 49% · M 36% · S 14%
Number of Stocks
32
20
Portfolio P/E
33.69
34.38
Top 5 Holdings
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%