Portfolio Management Services (PMS)Compare Schemes
NJ - Bluechip vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
NJ - Bluechip
ORO - All Weather Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.21%
−0.19%
6 Months
5.09%
−0.42%
1 Year
0.26%
−4.58%
3 Years
9.53%
16.32%
5 Years
5.40%
13.17%
Since Inception
12.09%
13.94%
Fund Age
8 yrs 5 mo
6 yrs 6 mo
AUM
₹1,644.09 Cr
₹13.16 Cr
Alpha – 1 Year
0.61%
−7.56%
Alpha – 3 Years
0.54%
4.42%
Information Ratio – 3 Years
0.06
0.49
Volatility – 1 Year
17.94%
16.90%
Volatility – 3 Years
17.25%
17.54%
Beta – 1 Year
1.03
0.86
Beta – 3 Years
1.11
0.99
Sharpe Ratio – 1 Year
-0.20
-0.52
Sharpe Ratio – 3 Years
0.31
0.69
Worst Rolling Year
2.29%
3.91%
Value at Worst Rolling Year
₹1.02 Cr
₹1.04 Cr
Deepest Drawdown
−21.60%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.16%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 36% · S 14%
L 66% · M 23%
Number of Stocks
20
20
Portfolio P/E
34.38
20.74
Top 5 Holdings
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%