Portfolio Management Services (PMS)Compare Schemes
NJ - Bluechip vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
NJ - Bluechip
Systamatix - Dynamic Investment
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.21%
7.60%
6 Months
5.09%
26.61%
1 Year
0.26%
33.69%
3 Years
9.53%
25.74%
5 Years
5.40%
21.83%
Since Inception
12.09%
—
Fund Age
8 yrs 5 mo
8 yrs 4 mo
AUM
₹1,644.09 Cr
₹158.52 Cr
Alpha – 1 Year
0.61%
29.93%
Alpha – 3 Years
0.54%
14.85%
Information Ratio – 3 Years
0.06
1.52
Volatility – 1 Year
17.94%
19.82%
Volatility – 3 Years
17.25%
19.44%
Beta – 1 Year
1.03
1.03
Beta – 3 Years
1.11
1.06
Sharpe Ratio – 1 Year
-0.20
1.29
Sharpe Ratio – 3 Years
0.31
1.16
Worst Rolling Year
2.29%
—
Value at Worst Rolling Year
₹1.02 Cr
—
Deepest Drawdown
−21.60%
—
Recovery Period
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%
L 31% · M 28% · S 38%
Number of Stocks
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%