Portfolio Management Services (PMS)Compare Schemes
NJ - Bluechip vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
NJ - Bluechip
Right Horizons - Perennial
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%
−0.19%
6 Months
5.09%
11.46%
1 Year
0.26%
8.21%
3 Years
9.53%
12.09%
5 Years
5.40%
11.81%
Since Inception
12.09%
13.34%
Fund Age
8 yrs 5 mo
5 yrs 3 mo
AUM
₹1,644.09 Cr
₹34.29 Cr
Alpha – 1 Year
0.61%
5.23%
Alpha – 3 Years
0.54%
0.21%
Information Ratio – 3 Years
0.06
0.17
Volatility – 1 Year
17.94%
24.84%
Volatility – 3 Years
17.25%
21.42%
Beta – 1 Year
1.03
1.25
Beta – 3 Years
1.11
1.08
Sharpe Ratio – 1 Year
-0.20
0.21
Sharpe Ratio – 3 Years
0.31
0.49
Worst Rolling Year
2.29%
7.11%
Value at Worst Rolling Year
₹1.02 Cr
₹1.07 Cr
Deepest Drawdown
−21.60%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.16%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 36% · S 14%
L 5% · M 7% · S 69%
Number of Stocks
20
37
Portfolio P/E
34.38
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2.5% / 0% / 0%