Portfolio Management Services (PMS)Compare Schemes
NJ - Bluechip vs PGIM India - Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
NJ - Bluechip
PGIM India - Core Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.21%
3.80%
6 Months
5.09%
7.35%
1 Year
0.26%
9.59%
3 Years
9.53%
7.90%
5 Years
5.40%
12.07%
Since Inception
12.09%
14.25%
Fund Age
8 yrs 5 mo
13 yrs 1 mo
AUM
₹1,644.09 Cr
₹106.28 Cr
Alpha – 1 Year
0.61%
9.94%
Alpha – 3 Years
0.54%
−1.10%
Information Ratio – 3 Years
0.06
-0.12
Volatility – 1 Year
17.94%
15.58%
Volatility – 3 Years
17.25%
14.39%
Beta – 1 Year
1.03
0.83
Beta – 3 Years
1.11
0.84
Sharpe Ratio – 1 Year
-0.20
0.33
Sharpe Ratio – 3 Years
0.31
0.24
Worst Rolling Year
2.29%
-8.02%
Value at Worst Rolling Year
₹1.02 Cr
₹0.92 Cr
Deepest Drawdown
−21.60%
−19.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.28%
Median Rolling Year
16.16%
11.54%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 36% · S 14%
L 39% · M 40% · S 18%
Number of Stocks
20
25
Portfolio P/E
34.38
34.00
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%
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
Top Sectors
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%