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Anand Rathi Advisors - Flexicap Strategy vs MoneyBee-QUEENBEE

Anand Rathi Advisors - Flexicap Strategy

MoneyBee-QUEENBEE

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Growth of ₹1 Crore

Anand Rathi Advisors - Flexicap Strategy

MoneyBee-QUEENBEE

Return for the risk

1 yr return

-10%

-5%

10%

15%

Nifty 500 · 4.7%

Anand Rathi Advisors - Flexicap Strategy

8.6% • vol 17.9%

MoneyBee-QUEENBEE

-2.5% • vol 31.4%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

0.69%

1.65%

6 Months

5.44%

18.05%

1 Year

8.55%

−2.50%

3 Years

—

11.39%

5 Years

—

20.90%

Since Inception

13.60%

19.45%

Fund Age

2 yrs 9 mo

19 yrs 2 mo

AUM

₹1.41 Cr

₹108.27 Cr

Alpha – 1 Year

3.83%

−6.26%

Alpha – 3 Years

—

0.49%

Information Ratio – 3 Years

—

Volatility – 1 Year

17.87%

31.36%

Volatility – 3 Years

—

Beta – 1 Year

1.03

1.61

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.27

-0.11

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−13.69%

—

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

Quant Large Cap Fund - Direct (G) · 9.92%

DSP Large & Mid Cap Fund - Direct (G) · 9.68%

HDFC Flexi Cap Fund - Direct (G) · 8.28%

Invesco India Smal Cap Fund - Direct (G) · 7.47%

ICICI Pru Dividend Yield Fund - Direct (G) · 7.26%

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

1.10% / yr

1.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

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