Portfolio Management Services (PMS)Compare Schemes
NJ - Bluechip vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
NJ - Bluechip
Purnartha Pratham Strategy
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%
5.49%
6 Months
5.09%
9.46%
1 Year
0.26%
17.52%
3 Years
9.53%
14.28%
5 Years
5.40%
9.02%
Since Inception
12.09%
12.49%
Fund Age
8 yrs 5 mo
5 yrs 11 mo
AUM
₹1,644.09 Cr
₹1,633.45 Cr
Alpha – 1 Year
0.61%
12.80%
Alpha – 3 Years
0.54%
2.19%
Information Ratio – 3 Years
0.06
0.28
Volatility – 1 Year
17.94%
23.87%
Volatility – 3 Years
17.25%
18.97%
Beta – 1 Year
1.03
1.12
Beta – 3 Years
1.11
1.06
Sharpe Ratio – 1 Year
-0.20
0.57
Sharpe Ratio – 3 Years
0.31
0.55
Worst Rolling Year
2.29%
7.21%
Value at Worst Rolling Year
₹1.02 Cr
₹1.07 Cr
Deepest Drawdown
−21.60%
−20.29%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.16%
13.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 36% · S 14%
L 14% · M 11% · S 40%
Number of Stocks
20
—
Portfolio P/E
34.38
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
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
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%