Portfolio Management Services (PMS)Compare Schemes
MoneyBee-QUEENBEE vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
MoneyBee-QUEENBEE
Polaris Human Plus Machine Converged Equity Strategy
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
Nifty 500 · 3.8%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.65%
9.44%
6 Months
18.05%
2.42%
1 Year
−2.50%
1.29%
3 Years
11.39%
—
5 Years
20.90%
—
Since Inception
19.45%
23.68%
Fund Age
19 yrs 2 mo
4 mo
AUM
₹108.27 Cr
₹2.91 Cr
Alpha – 1 Year
−6.26%
0.33%
Alpha – 3 Years
0.49%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
31.36%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.61
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.11
—
Sharpe Ratio – 3 Years
—
—
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
—
M 5% · S 92%
Number of Stocks
—
29
Portfolio P/E
—
67.46
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%
Shilpa Medicare Ltd · 11.42%
Cash & Cash Equivalent · 7.83%
Himadri Speciality Chemical Ltd · 7.42%
Sheela Foam Ltd · 6.84%
Rubicon Research Ltd · 6.78%
Top Sectors
—
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Fixed Fee
1.00% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%