Portfolio Management Services (PMS)Compare Schemes
NJ - Bluechip vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
NJ - Bluechip
Phillip Capital - Emerging India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.21%
3.88%
6 Months
5.09%
18.21%
1 Year
0.26%
11.44%
3 Years
9.53%
9.27%
5 Years
5.40%
10.90%
Since Inception
12.09%
13.08%
Fund Age
8 yrs 5 mo
9 yrs
AUM
₹1,644.09 Cr
₹29.3 Cr
Alpha – 1 Year
0.61%
6.74%
Alpha – 3 Years
0.54%
−1.95%
Information Ratio – 3 Years
0.06
-0.21
Volatility – 1 Year
17.94%
23.26%
Volatility – 3 Years
17.25%
18.09%
Beta – 1 Year
1.03
1.21
Beta – 3 Years
1.11
0.98
Sharpe Ratio – 1 Year
-0.20
0.35
Sharpe Ratio – 3 Years
0.31
0.32
Worst Rolling Year
2.29%
0.11%
Value at Worst Rolling Year
₹1.02 Cr
₹1.00 Cr
Deepest Drawdown
−21.60%
−21.53%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
99.73%
Median Rolling Year
16.16%
15.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 36% · S 14%
L 6% · M 32% · S 55%
Number of Stocks
20
23
Portfolio P/E
34.38
49.89
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%
Cash & Cash Equivalent · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%