Strategy performance
Bluechip Portfolio - Equity Strategy
Nj Asset Management Private Limited · AUM ₹1,610 Cr · as of Aug 2026
Our read
₹100 grew to ₹125.1 since inception (+8.5% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −20.8%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
+0.4% vs benchmark
Since inception
+8.5%
Max drawdown
−20.8%
Volatility
+17.6%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
Bluechip Portfolio - Equity Strategy₹125.1Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −2.5% | −1.7% | −10.5% | +11.5% | +0.8% | +0.2% | +5.5% | −1.2% | +0.8% | ||||
| 2025 | −8.2% | −10.2% | +8.7% | +2.4% | +6.0% | +5.8% | −2.5% | −2.6% | −0.7% | +2.3% | +0.3% | −2.4% | −2.9% |
| 2024 | +0.6% | +2.0% | −1.6% | +2.5% | +1.2% | +8.0% | +6.9% | +1.7% | +1.3% | −5.3% | −1.0% | +2.4% | +19.5% |
| 2023 | +7.0% | +7.0% |
Metrics
Tearsheet- 1M return
- −1.2%
- 3M return
- +4.5%
- 6M return
- +5.1%
- 1Y return
- +0.3%
- 2Y CAGR
- −2.5%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +8.5%
- Total return
- +25.1%
- Average month
- +0.8%
- Median month
- +0.8%
- Average up month
- +3.8%
- Best month
- +11.5%
- Best rolling 12M
- +24.9%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Aug 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Bluechip Portfolio - Equity Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Bluechip Portfolio - Equity Strategy performed?
- Bluechip Portfolio - Equity Strategy (Nj Asset Management Private Limited) shows CAGR 8.48% and max drawdown -20.84% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Bluechip Portfolio - Equity Strategy CAGR / max drawdown?
- CAGR is 8.48%; max drawdown is -20.84%. We only publish CAGR when there are enough months (≥12 on this track of 33 months). Learn more
- Where do Bluechip Portfolio - Equity Strategy returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Bluechip Portfolio - Equity Strategy?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more