Portfolio Management Services (PMS)Compare Schemes
NBC - Seeking Alpha vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
NBC - Seeking Alpha
NJ - Bluechip
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 6.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
−1.21%
6 Months
12.65%
5.09%
1 Year
22.80%
0.26%
3 Years
18.05%
9.53%
5 Years
41.98%
5.40%
Since Inception
7.54%
12.09%
Fund Age
9 yrs 2 mo
8 yrs 5 mo
AUM
₹9.17 Cr
₹1,644.09 Cr
Alpha – 1 Year
24.84%
0.61%
Alpha – 3 Years
11.40%
0.54%
Information Ratio – 3 Years
—
0.06
Volatility – 1 Year
21.50%
17.94%
Volatility – 3 Years
17.94%
17.25%
Beta – 1 Year
—
1.03
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
0.82
-0.20
Sharpe Ratio – 3 Years
0.76
0.31
Worst Rolling Year
-34.33%
2.29%
Value at Worst Rolling Year
₹0.66 Cr
₹1.02 Cr
Deepest Drawdown
−18.33%
−21.60%
Recovery Period
81 days
Not yet recovered
1-Year Rolling Windows Positive
68.37%
100.00%
Median Rolling Year
26.92%
16.16%
5-Year Rolling Windows Positive
74.51%
100.00%
Market-Cap Mix
L 13% · M 14% · S 73%
L 49% · M 36% · S 14%
Number of Stocks
18
20
Portfolio P/E
18.68
34.38
Top 5 Holdings
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
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
Financial Services · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
15% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%