Portfolio Management Services (PMS)Compare Schemes
NJ - Bluechip vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
NJ - Bluechip
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.21%
3.93%
6 Months
5.09%
25.32%
1 Year
0.26%
18.21%
3 Years
9.53%
32.70%
5 Years
5.40%
23.63%
Since Inception
12.09%
28.38%
Fund Age
8 yrs 5 mo
7 yrs 10 mo
AUM
₹1,644.09 Cr
₹8,686.39 Cr
Alpha – 1 Year
0.61%
13.49%
Alpha – 3 Years
0.54%
20.61%
Information Ratio – 3 Years
0.06
1.92
Volatility – 1 Year
17.94%
22.97%
Volatility – 3 Years
17.25%
19.40%
Beta – 1 Year
1.03
1.12
Beta – 3 Years
1.11
0.98
Sharpe Ratio – 1 Year
-0.20
0.61
Sharpe Ratio – 3 Years
0.31
1.30
Worst Rolling Year
2.29%
17.00%
Value at Worst Rolling Year
₹1.02 Cr
₹1.17 Cr
Deepest Drawdown
−21.60%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.16%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 36% · S 14%
L 37% · M 30% · S 25%
Number of Stocks
20
43
Portfolio P/E
34.38
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%