Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs MoneyBee-QUEENBEE
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
MoneyBee-QUEENBEE
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.61%
1.65%
6 Months
4.03%
18.05%
1 Year
4.49%
−2.50%
3 Years
14.35%
11.39%
5 Years
—
20.90%
Since Inception
16.62%
19.45%
Fund Age
4 yrs
19 yrs 2 mo
AUM
₹303 Cr
₹108.27 Cr
Alpha – 1 Year
4.92%
−6.26%
Alpha – 3 Years
5.78%
0.49%
Information Ratio – 3 Years
1.15
—
Volatility – 1 Year
16.32%
31.36%
Volatility – 3 Years
14.15%
—
Beta – 1 Year
0.98
1.61
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
0.01
-0.11
Sharpe Ratio – 3 Years
0.64
—
Worst Rolling Year
14.36%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−16.17%
—
Recovery Period
245 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.76%
—
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
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%