Portfolio Management Services (PMS)Compare Schemes
NJ - Bluechip vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
NJ - Bluechip
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.21%
2.31%
6 Months
5.09%
2.53%
1 Year
0.26%
6.47%
3 Years
9.53%
7.48%
5 Years
5.40%
—
Since Inception
12.09%
8.12%
Fund Age
8 yrs 5 mo
3 yrs 3 mo
AUM
₹1,644.09 Cr
₹32.76 Cr
Alpha – 1 Year
0.61%
−0.39%
Alpha – 3 Years
0.54%
−3.56%
Information Ratio – 3 Years
0.06
-0.35
Volatility – 1 Year
17.94%
5.60%
Volatility – 3 Years
17.25%
5.15%
Beta – 1 Year
1.03
0.43
Beta – 3 Years
1.11
0.49
Sharpe Ratio – 1 Year
-0.20
0.22
Sharpe Ratio – 3 Years
0.31
0.41
Worst Rolling Year
2.29%
6.82%
Value at Worst Rolling Year
₹1.02 Cr
₹1.07 Cr
Deepest Drawdown
−21.60%
−8.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.16%
7.67%
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%
—
Top Sectors
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%