Portfolio Management Services (PMS)Compare Schemes
NJ - Bluechip vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
NJ - Bluechip
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.21%
10.15%
6 Months
5.09%
31.39%
1 Year
0.26%
26.01%
3 Years
9.53%
19.28%
5 Years
5.40%
23.67%
Since Inception
12.09%
28.23%
Fund Age
8 yrs 5 mo
5 yrs 4 mo
AUM
₹1,644.09 Cr
₹483.07 Cr
Alpha – 1 Year
0.61%
21.29%
Alpha – 3 Years
0.54%
7.19%
Information Ratio – 3 Years
0.06
0.38
Volatility – 1 Year
17.94%
27.77%
Volatility – 3 Years
17.25%
26.19%
Beta – 1 Year
1.03
1.29
Beta – 3 Years
1.11
1.20
Sharpe Ratio – 1 Year
-0.20
0.78
Sharpe Ratio – 3 Years
0.31
0.61
Worst Rolling Year
2.29%
19.29%
Value at Worst Rolling Year
₹1.02 Cr
₹1.19 Cr
Deepest Drawdown
−21.60%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.16%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 36% · S 14%
L 12% · M 6% · S 81%
Number of Stocks
20
63
Portfolio P/E
34.38
62.66
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%
TD Power Systems Ltd · 4.93%
Neuland Laboratories Ltd · 4.31%
Acutaas Chemicals Ltd · 4.08%
Garware Hi Tech Films Ltd · 4.01%
Hitachi Energy India Ltd · 3.82%
Top Sectors
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%