Portfolio Management Services (PMS)Compare Schemes
NJ - Bluechip vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
NJ - Bluechip
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.21%
10.96%
6 Months
5.09%
14.84%
1 Year
0.26%
16.93%
3 Years
9.53%
—
5 Years
5.40%
—
Since Inception
12.09%
20.33%
Fund Age
8 yrs 5 mo
3 yrs
AUM
₹1,644.09 Cr
₹214.05 Cr
Alpha – 1 Year
0.61%
12.21%
Alpha – 3 Years
0.54%
—
Information Ratio – 3 Years
0.06
0.51
Volatility – 1 Year
17.94%
22.29%
Volatility – 3 Years
17.25%
21.03%
Beta – 1 Year
1.03
0.97
Beta – 3 Years
1.11
0.97
Sharpe Ratio – 1 Year
-0.20
0.57
Sharpe Ratio – 3 Years
0.31
0.72
Worst Rolling Year
2.29%
18.92%
Value at Worst Rolling Year
₹1.02 Cr
₹1.19 Cr
Deepest Drawdown
−21.60%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.16%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 49% · M 36% · S 14%
L 12% · M 21% · S 55%
Number of Stocks
20
25
Portfolio P/E
34.38
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%