Portfolio Management Services (PMS)Compare Schemes
NJ - Bluechip vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
NJ - Bluechip
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
5.09%
8.08%
1 Year
0.26%
10.16%
3 Years
9.53%
15.60%
5 Years
5.40%
—
Since Inception
12.09%
19.84%
Fund Age
8 yrs 5 mo
6 yrs 11 mo
AUM
₹1,644.09 Cr
₹3.18 Cr
Alpha – 1 Year
0.61%
7.18%
Alpha – 3 Years
0.54%
3.72%
Information Ratio – 3 Years
0.06
0.60
Volatility – 1 Year
17.94%
19.93%
Volatility – 3 Years
17.25%
18.09%
Beta – 1 Year
1.03
1.12
Beta – 3 Years
1.11
1.14
Sharpe Ratio – 1 Year
-0.20
0.31
Sharpe Ratio – 3 Years
0.31
0.60
Worst Rolling Year
2.29%
14.68%
Value at Worst Rolling Year
₹1.02 Cr
₹1.15 Cr
Deepest Drawdown
−21.60%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.16%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 49% · M 36% · S 14%
L 31% · M 55% · S 12%
Number of Stocks
20
29
Portfolio P/E
34.38
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / –