Compare Schemes

Citrus Midcap Marvels vs MoneyBee-QUEENBEE

Citrus Midcap Marvels

MoneyBee-QUEENBEE

Add Scheme

Return for the risk

1 yr return

-10%

-5%

10%

Nifty 500 · 4.7%

MoneyBee-QUEENBEE

-2.5% • vol 31.4%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

−0.33%

1.65%

6 Months

18.87%

18.05%

1 Year

8.88%

−2.50%

3 Years

5.83%

11.39%

5 Years

—

20.90%

Since Inception

5.95%

19.45%

Fund Age

3 yrs

19 yrs 2 mo

AUM

₹34.2 Cr

₹108.27 Cr

Alpha – 1 Year

4.16%

−6.26%

Alpha – 3 Years

−6.26%

0.49%

Information Ratio – 3 Years

—

Volatility – 1 Year

—

31.36%

Volatility – 3 Years

—

Beta – 1 Year

—

1.61

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

-0.11

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

M 24% · S 69%

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

Jana Small Finance Bank Ltd · 5.14%

Deepak Fertilisers & Petrochemicals Corp Ltd · 4.81%

Thyrocare Technologies Ltd · 4.74%

Gokaldas Exports Ltd · 4.70%

PNB Housing Finance Ltd · 4.48%

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

2.50% / yr

1.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

0% / 0% / 0%

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.