Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs MoneyBee-QUEENBEE
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
MoneyBee-QUEENBEE
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.23%
1.65%
6 Months
7.97%
18.05%
1 Year
6.21%
−2.50%
3 Years
12.78%
11.39%
5 Years
14.19%
20.90%
Since Inception
16.41%
19.45%
Fund Age
7 yrs 3 mo
19 yrs 2 mo
AUM
₹115.97 Cr
₹108.27 Cr
Alpha – 1 Year
1.49%
−6.26%
Alpha – 3 Years
0.69%
0.49%
Information Ratio – 3 Years
0.20
—
Volatility – 1 Year
15.75%
31.36%
Volatility – 3 Years
15.69%
—
Beta – 1 Year
0.82
1.61
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.12
-0.11
Sharpe Ratio – 3 Years
0.51
—
Worst Rolling Year
11.84%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−23.37%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.02%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
Number of Stocks
35
—
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
1.00% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%