Portfolio Management Services (PMS)Compare Schemes
MoneyBee-QUEENBEE vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
MoneyBee-QUEENBEE
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.65%
0.25%
6 Months
18.05%
15.19%
1 Year
−2.50%
3.21%
3 Years
11.39%
19.65%
5 Years
20.90%
—
Since Inception
19.45%
25.09%
Fund Age
19 yrs 2 mo
3 yrs 5 mo
AUM
₹108.27 Cr
₹4,148.34 Cr
Alpha – 1 Year
−6.26%
0.23%
Alpha – 3 Years
0.49%
7.77%
Information Ratio – 3 Years
—
0.62
Volatility – 1 Year
31.36%
21.54%
Volatility – 3 Years
—
22.15%
Beta – 1 Year
1.61
1.06
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
-0.11
-0.01
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
—
19.49%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
−27.91%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 26% · M 35% · S 37%
Number of Stocks
—
26
Portfolio P/E
—
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%