Portfolio Management Services (PMS)Compare Schemes
Nippon - Emerging India - EIP vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Nippon - Emerging India - EIP
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
2.63%
−1.21%
6 Months
13.11%
5.09%
1 Year
15.44%
0.26%
3 Years
15.82%
9.53%
5 Years
15.29%
5.40%
Since Inception
15.37%
12.09%
Fund Age
9 yrs 4 mo
8 yrs 5 mo
AUM
₹32.48 Cr
₹1,644.09 Cr
Alpha – 1 Year
10.72%
0.61%
Alpha – 3 Years
3.73%
0.54%
Information Ratio – 3 Years
0.69
0.06
Volatility – 1 Year
17.99%
17.94%
Volatility – 3 Years
17.45%
17.25%
Beta – 1 Year
0.99
1.03
Beta – 3 Years
1.02
1.11
Sharpe Ratio – 1 Year
0.59
-0.20
Sharpe Ratio – 3 Years
0.71
0.31
Worst Rolling Year
-6.27%
2.29%
Value at Worst Rolling Year
₹0.94 Cr
₹1.02 Cr
Deepest Drawdown
−21.15%
−21.60%
Recovery Period
474 days
Not yet recovered
1-Year Rolling Windows Positive
92.43%
100.00%
Median Rolling Year
21.04%
16.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 22% · S 44%
L 49% · M 36% · S 14%
Number of Stocks
30
20
Portfolio P/E
30.67
34.38
Top 5 Holdings
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
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 · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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)
2% / 0% / 0%
1% / 0% / 0%