Portfolio Management Services (PMS)Compare Schemes
NAFA - Emerging Bluechip vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
NAFA - Emerging Bluechip
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.39%
3.93%
6 Months
5.71%
25.32%
1 Year
−0.97%
18.21%
3 Years
8.86%
32.70%
5 Years
14.20%
23.63%
Since Inception
14.76%
28.38%
Fund Age
10 yrs 5 mo
7 yrs 10 mo
AUM
₹447.76 Cr
₹8,686.39 Cr
Alpha – 1 Year
−2.83%
13.49%
Alpha – 3 Years
−3.22%
20.61%
Information Ratio – 3 Years
0.04
1.92
Volatility – 1 Year
24.79%
22.97%
Volatility – 3 Years
21.25%
19.40%
Beta – 1 Year
1.35
1.12
Beta – 3 Years
1.20
0.98
Sharpe Ratio – 1 Year
-0.14
0.61
Sharpe Ratio – 3 Years
0.31
1.30
Worst Rolling Year
-13.00%
17.00%
Value at Worst Rolling Year
₹0.87 Cr
₹1.17 Cr
Deepest Drawdown
−26.06%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
84.68%
100.00%
Median Rolling Year
19.56%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 84%
L 37% · M 30% · S 25%
Number of Stocks
32
43
Portfolio P/E
33.69
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%