Portfolio Management Services (PMS)Compare Schemes
MoneyBee-QUEENBEE vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
MoneyBee-QUEENBEE
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.65%
−2.26%
6 Months
18.05%
9.35%
1 Year
−2.50%
10.43%
3 Years
11.39%
15.16%
5 Years
20.90%
—
Since Inception
19.45%
21.24%
Fund Age
19 yrs 2 mo
4 yrs 11 mo
AUM
₹108.27 Cr
₹16.88 Cr
Alpha – 1 Year
−6.26%
8.57%
Alpha – 3 Years
0.49%
3.08%
Information Ratio – 3 Years
—
0.34
Volatility – 1 Year
31.36%
33.08%
Volatility – 3 Years
—
27.65%
Beta – 1 Year
1.61
1.54
Beta – 3 Years
—
1.38
Sharpe Ratio – 1 Year
-0.11
0.28
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
12.88%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−32.66%
Recovery Period
—
436 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.61%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 9% · M 17% · S 71%
Number of Stocks
—
16
Portfolio P/E
—
48.24
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%
Amagi Media Labs Ltd · 11.48%
Indian Energy Exchange Ltd · 10.38%
Precision Camshafts Ltd · 9.51%
Hitachi Energy India Ltd · 8.21%
Go Fashion (India) Ltd · 7.88%
Top Sectors
—
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%