- Manager
- NJ Asset Management
- Service
- Discretionary
- Asset class
- Equity
Bluechip Portfolio - Equity Strategy
−6.84%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
NJ Asset Management’s Bluechip Portfolio - Equity Strategy returned −6.84% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹1,476 crore across its clients.
Key numbers
- AUM
- ₹1,476 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.29×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −7.73% | −6.03% | −1.70% |
| 3 months | −3.81% | −4.91% | +1.10% |
| 6 months | +8.33% | +2.13% | +6.20% |
| 1 year | −6.84% | −7.09% | +0.25% |
| 2 years | −6.91% | −5.29% | −1.62% |
| 3 years | +6.21% | +6.06% | +0.15% |
| 4 years | +7.00% | +8.47% | −1.47% |
| 5 years | +3.06% | +6.37% | −3.31% |
| Since inception | +10.92% | +10.83% | +0.09% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity99.89%₹1,475 Cr
- Cash and other0.11%₹1.67 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.91 Cr
- Outflow, Sep 2026
- ₹10.55 Cr
- Net, Sep 2026
- −₹9.64 Cr
- Net, FY to date
- −₹79.42 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 0.29×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Bluechip Portfolio - Equity Strategy returned?
−6.84% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −7.73%; 3 months: −3.81%; 6 months: 8.33%; 1 year: −6.84%; 2 years: −6.91%; 3 years: 6.21%; 4 years: 7.00%; 5 years: 3.06%; Since inception: 10.92%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 0.25 percentage points ahead.
How much does Bluechip Portfolio - Equity Strategy manage?
₹1,476 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Bluechip Portfolio - Equity Strategy?
NJ Asset Management, a SEBI-registered portfolio manager (INP000003518), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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