Portfolio Management Services (PMS)Compare Schemes
NJ - Bluechip vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
NJ - Bluechip
Right Horizons - India Business Leaders
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%
3.11%
6 Months
5.09%
4.12%
1 Year
0.26%
−0.25%
3 Years
9.53%
10.95%
5 Years
5.40%
10.56%
Since Inception
12.09%
10.62%
Fund Age
8 yrs 5 mo
13 yrs 8 mo
AUM
₹1,644.09 Cr
₹41.22 Cr
Alpha – 1 Year
0.61%
0.18%
Alpha – 3 Years
0.54%
2.39%
Information Ratio – 3 Years
0.06
0.52
Volatility – 1 Year
17.94%
20.61%
Volatility – 3 Years
17.25%
17.57%
Beta – 1 Year
1.03
1.24
Beta – 3 Years
1.11
1.19
Sharpe Ratio – 1 Year
-0.20
-0.18
Sharpe Ratio – 3 Years
0.31
0.46
Worst Rolling Year
2.29%
-10.52%
Value at Worst Rolling Year
₹1.02 Cr
₹0.89 Cr
Deepest Drawdown
−21.60%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
16.16%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 49% · M 36% · S 14%
L 70% · M 29%
Number of Stocks
20
25
Portfolio P/E
34.38
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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% / 0%