Portfolio Management Services (PMS)Compare Schemes
NJ - Bluechip vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
NJ - Bluechip
Right Horizons - Super Value Fund
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%
3.00%
6 Months
5.09%
20.83%
1 Year
0.26%
12.18%
3 Years
9.53%
13.97%
5 Years
5.40%
17.12%
Since Inception
12.09%
15.75%
Fund Age
8 yrs 5 mo
13 yrs 8 mo
AUM
₹1,644.09 Cr
₹205.48 Cr
Alpha – 1 Year
0.61%
9.20%
Alpha – 3 Years
0.54%
2.09%
Information Ratio – 3 Years
0.06
0.40
Volatility – 1 Year
17.94%
27.53%
Volatility – 3 Years
17.25%
22.15%
Beta – 1 Year
1.03
1.45
Beta – 3 Years
1.11
1.20
Sharpe Ratio – 1 Year
-0.20
0.35
Sharpe Ratio – 3 Years
0.31
0.55
Worst Rolling Year
2.29%
-9.57%
Value at Worst Rolling Year
₹1.02 Cr
₹0.90 Cr
Deepest Drawdown
−21.60%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
16.16%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 49% · M 36% · S 14%
L 17% · M 21% · S 60%
Number of Stocks
20
30
Portfolio P/E
34.38
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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%