Portfolio Management Services (PMS)Compare Schemes
NJ - Bluechip vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
NJ - Bluechip
ValueQuest - Platinum
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.21%
2.62%
6 Months
5.09%
20.31%
1 Year
0.26%
5.50%
3 Years
9.53%
14.22%
5 Years
5.40%
16.13%
Since Inception
12.09%
18.70%
Fund Age
8 yrs 5 mo
9 yrs 8 mo
AUM
₹1,644.09 Cr
₹3,491.64 Cr
Alpha – 1 Year
0.61%
2.52%
Alpha – 3 Years
0.54%
2.33%
Information Ratio – 3 Years
0.06
0.19
Volatility – 1 Year
17.94%
25.24%
Volatility – 3 Years
17.25%
21.26%
Beta – 1 Year
1.03
1.29
Beta – 3 Years
1.11
1.17
Sharpe Ratio – 1 Year
-0.20
0.11
Sharpe Ratio – 3 Years
0.31
0.48
Worst Rolling Year
2.29%
-9.34%
Value at Worst Rolling Year
₹1.02 Cr
₹0.91 Cr
Deepest Drawdown
−21.60%
−6.25%
Recovery Period
Not yet recovered
13 days
1-Year Rolling Windows Positive
100.00%
93.29%
Median Rolling Year
16.16%
15.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 36% · S 14%
L 23% · M 15% · S 57%
Number of Stocks
20
30
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
Top Sectors
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 1% / 1%