Portfolio Management Services (PMS)Compare Schemes
NJ - Bluechip vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
NJ - Bluechip
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.21%
−0.96%
6 Months
5.09%
−5.85%
1 Year
0.26%
1.08%
3 Years
9.53%
1.92%
5 Years
5.40%
1.54%
Since Inception
12.09%
4.73%
Fund Age
8 yrs 5 mo
9 yrs 11 mo
AUM
₹1,644.09 Cr
₹4.85 Cr
Alpha – 1 Year
0.61%
−8.50%
Alpha – 3 Years
0.54%
−7.97%
Information Ratio – 3 Years
0.06
—
Volatility – 1 Year
17.94%
9.90%
Volatility – 3 Years
17.25%
26.17%
Beta – 1 Year
1.03
—
Beta – 3 Years
1.11
—
Sharpe Ratio – 1 Year
-0.20
-0.53
Sharpe Ratio – 3 Years
0.31
0.01
Worst Rolling Year
2.29%
2.80%
Value at Worst Rolling Year
₹1.02 Cr
₹1.03 Cr
Deepest Drawdown
−21.60%
−28.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.16%
12.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 36% · S 14%
—
Number of Stocks
20
—
Portfolio P/E
34.38
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%