Portfolio Management Services (PMS)Compare Schemes
NJ - Bluechip vs Shriram Future GEMS
Add SchemeGrowth of ₹1 Crore
NJ - Bluechip
Shriram Future GEMS
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%
2.93%
6 Months
5.09%
1.59%
1 Year
0.26%
25.48%
3 Years
9.53%
—
5 Years
5.40%
—
Since Inception
12.09%
30.29%
Fund Age
8 yrs 5 mo
18 mo
AUM
₹1,644.09 Cr
₹0.8 Cr
Alpha – 1 Year
0.61%
25.83%
Alpha – 3 Years
0.54%
—
Information Ratio – 3 Years
0.06
—
Volatility – 1 Year
17.94%
16.88%
Volatility – 3 Years
17.25%
—
Beta – 1 Year
1.03
0.86
Beta – 3 Years
1.11
—
Sharpe Ratio – 1 Year
-0.20
1.13
Sharpe Ratio – 3 Years
0.31
—
Worst Rolling Year
2.29%
—
Value at Worst Rolling Year
₹1.02 Cr
—
Deepest Drawdown
−21.60%
−15.67%
Recovery Period
Not yet recovered
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%
—
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%
Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
Top Sectors
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—