Portfolio Management Services (PMS)Compare Schemes
Amaltas Strategic Opportunities Series 1 vs MoneyBee-QUEENBEE
Add SchemeGrowth of ₹1 Crore
Amaltas Strategic Opportunities Series 1
MoneyBee-QUEENBEE
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
Nifty 500 · 4.7%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−4.23%
1.65%
6 Months
27.28%
18.05%
1 Year
43.55%
−2.50%
3 Years
—
11.39%
5 Years
—
20.90%
Since Inception
38.04%
19.45%
Fund Age
13 mo
19 yrs 2 mo
AUM
₹5.93 Cr
₹108.27 Cr
Alpha – 1 Year
38.83%
−6.26%
Alpha – 3 Years
—
0.49%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
30.08%
31.36%
Volatility – 3 Years
—
—
Beta – 1 Year
1.47
1.61
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.18
-0.11
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.33%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Deep Industries Ltd · 24.32%
K.P. Energy Ltd · 14.58%
Suyog Telematics Ltd · 6.69%
Tejas Networks Ltd · 6.15%
Kilburn Engineering Ltd · 5.22%
Top Sectors
—
—
Fixed Fee
0.50% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%