A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
NJ AMC - Bluechip
Fund Summary
Category
MULTI CAP
AUM (₹ cr)
1794.18
Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
Benchmark
Nifty 50 TRI
Portfolio Age
6 years, 11 months
Trailing Returns
Portfolio Manager
Viral Shah
Profile
Mr. Viral Shah. He has close to 20 years of experience in Investments research and funds management. He has been associated with the group since the last 17 years. He has been responsible for setting up and running the funds management practice at NJPMS since 2010. He’s also the Principal officer for the business. He specializes in building and running Quantitative and Rules Based investment models and products that have been running at NJPMS since its inception. His analytical bent of mind and his capability to setup models for Rules based investment has been very useful in creating a robust investment process as a part of the business. The unique product range that he’s spearheaded in terms of launch and management have been hailed as unique and have helped NJPMS create a separate space for itself.
Detailed Portfolio
Allocation by Market Cap
Large Cap37.98%
Mid Cap51.12%
Small Cap10.1%
Sector Holdings
Consumer Staples
18.44%
Financials
16.11%
Industrials
20.37%
Information Technology
15.38%
Materials
10.58%
Stock Holdings
Bajaj Auto Ltd
6.3%
Coforge Ltd
6.31%
Computer Age Management Services Ltd
6.09%
Coromandel International Ltd
6.57%
Hindustan Aeronautics Ltd
7.38%
Nippon Life India Asset Management Ltd
6.56%
Investment Details
Min. Investment
₹5000000
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.