Portfolio Management Services (PMS)Compare Schemes
Money Life - Mas Growth vs MoneyBee-QUEENBEE
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
1.65%
6 Months
18.50%
18.05%
1 Year
9.19%
−2.50%
3 Years
14.83%
11.39%
5 Years
14.00%
20.90%
Since Inception
21.97%
19.45%
Fund Age
6 yrs 10 mo
19 yrs 2 mo
AUM
₹147.62 Cr
₹108.27 Cr
Alpha – 1 Year
9.54%
−6.26%
Alpha – 3 Years
5.83%
0.49%
Information Ratio – 3 Years
0.34
—
Volatility – 1 Year
19.11%
31.36%
Volatility – 3 Years
21.05%
—
Beta – 1 Year
0.83
1.61
Beta – 3 Years
0.91
—
Sharpe Ratio – 1 Year
0.27
-0.11
Sharpe Ratio – 3 Years
0.51
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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
—
—
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
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—
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%