Portfolio Management Services (PMS)Compare Schemes
MoneyBee-QUEENBEE vs Prabhudas-Aqua Strategy
Add SchemeGrowth of ₹1 Crore
MoneyBee-QUEENBEE
Prabhudas-Aqua Strategy
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
Nifty 500 · 3.8%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.65%
−0.63%
6 Months
18.05%
8.65%
1 Year
−2.50%
10.66%
3 Years
11.39%
—
5 Years
20.90%
—
Since Inception
19.45%
22.10%
Fund Age
19 yrs 2 mo
2 yrs 7 mo
AUM
₹108.27 Cr
₹374.18 Cr
Alpha – 1 Year
−6.26%
2.92%
Alpha – 3 Years
0.49%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
31.36%
10.32%
Volatility – 3 Years
—
—
Beta – 1 Year
1.61
0.27
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.11
0.50
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−8.56%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 49% · M 41% · S 9%
Number of Stocks
—
37
Portfolio P/E
—
19.24
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%
National Aluminium Company Ltd · 4.36%
Vedanta Ltd · 3.83%
BSE Ltd · 3.78%
Oil & Natural Gas Corpn Ltd · 3.58%
Hindalco Industries Ltd · 3.52%
Top Sectors
—
Financial Services · 22.51%
Metals & Mining · 21.08%
Oil, Gas & Consumable Fuels · 8.89%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%