Portfolio Management Services (PMS)Compare Schemes
NJ - Bluechip vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
NJ - Bluechip
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
5.09%
10.94%
1 Year
0.26%
1.03%
3 Years
9.53%
11.45%
5 Years
5.40%
15.19%
Since Inception
12.09%
27.03%
Fund Age
8 yrs 5 mo
5 yrs 11 mo
AUM
₹1,644.09 Cr
₹298.71 Cr
Alpha – 1 Year
0.61%
−3.69%
Alpha – 3 Years
0.54%
−0.64%
Information Ratio – 3 Years
0.06
-0.04
Volatility – 1 Year
17.94%
27.68%
Volatility – 3 Years
17.25%
23.40%
Beta – 1 Year
1.03
1.45
Beta – 3 Years
1.11
1.22
Sharpe Ratio – 1 Year
-0.20
-0.03
Sharpe Ratio – 3 Years
0.31
0.35
Worst Rolling Year
2.29%
—
Value at Worst Rolling Year
₹1.02 Cr
—
Deepest Drawdown
−21.60%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.16%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 49% · M 36% · S 14%
L 2% · M 2% · S 86%
Number of Stocks
20
36
Portfolio P/E
34.38
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%