Portfolio Management Services (PMS)Compare Schemes
MoneyBee-QUEENBEE vs NMR GROWTH STRATEGY
Add SchemeGrowth of ₹1 Crore
MoneyBee-QUEENBEE
NMR GROWTH STRATEGY
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 3.8%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.65%
5.30%
6 Months
18.05%
39.16%
1 Year
−2.50%
20.20%
3 Years
11.39%
—
5 Years
20.90%
—
Since Inception
19.45%
17.87%
Fund Age
19 yrs 2 mo
19 mo
AUM
₹108.27 Cr
₹82.38 Cr
Alpha – 1 Year
−6.26%
15.48%
Alpha – 3 Years
0.49%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
31.36%
34.86%
Volatility – 3 Years
—
—
Beta – 1 Year
1.61
1.65
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.11
0.53
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−24.64%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
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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%
Sanghvi Movers Ltd · 11.58%
Steel Strips Wheels Ltd · 10.85%
Technocraft Industries (India) Ltd · 9.43%
Garware Hi Tech Films Ltd · 8.37%
Surya Roshni Ltd · 8.12%
Top Sectors
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Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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