Portfolio Management Services (PMS)Compare Schemes
NJ - Bluechip vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
NJ - Bluechip
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.21%
3.42%
6 Months
5.09%
2.89%
1 Year
0.26%
2.59%
3 Years
9.53%
10.39%
5 Years
5.40%
8.86%
Since Inception
12.09%
11.13%
Fund Age
8 yrs 5 mo
5 yrs 6 mo
AUM
₹1,644.09 Cr
₹63.54 Cr
Alpha – 1 Year
0.61%
−0.39%
Alpha – 3 Years
0.54%
−1.50%
Information Ratio – 3 Years
0.06
-0.34
Volatility – 1 Year
17.94%
16.68%
Volatility – 3 Years
17.25%
13.79%
Beta – 1 Year
1.03
0.95
Beta – 3 Years
1.11
0.88
Sharpe Ratio – 1 Year
-0.20
-0.09
Sharpe Ratio – 3 Years
0.31
0.40
Worst Rolling Year
2.29%
6.98%
Value at Worst Rolling Year
₹1.02 Cr
₹1.07 Cr
Deepest Drawdown
−21.60%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.16%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 36% · S 14%
L 69% · M 25% · S 5%
Number of Stocks
20
40
Portfolio P/E
34.38
30.67
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%
ICICI Bank Ltd · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%