Portfolio Management Services (PMS)Compare Schemes
NJ - Bluechip vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
NJ - Bluechip
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.21%
−0.04%
6 Months
5.09%
0.28%
1 Year
0.26%
2.14%
3 Years
9.53%
10.02%
5 Years
5.40%
13.15%
Since Inception
12.09%
11.46%
Fund Age
8 yrs 5 mo
8 yrs 7 mo
AUM
₹1,644.09 Cr
₹585.94 Cr
Alpha – 1 Year
0.61%
2.49%
Alpha – 3 Years
0.54%
1.02%
Information Ratio – 3 Years
0.06
0.18
Volatility – 1 Year
17.94%
16.38%
Volatility – 3 Years
17.25%
14.42%
Beta – 1 Year
1.03
1.00
Beta – 3 Years
1.11
0.96
Sharpe Ratio – 1 Year
-0.20
-0.13
Sharpe Ratio – 3 Years
0.31
0.38
Worst Rolling Year
2.29%
3.37%
Value at Worst Rolling Year
₹1.02 Cr
₹1.03 Cr
Deepest Drawdown
−21.60%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.16%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 36% · S 14%
L 65% · M 26% · S 8%
Number of Stocks
20
31
Portfolio P/E
34.38
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 1% / 0%