Portfolio Management Services (PMS)Compare Schemes
MoneyBee-QUEENBEE vs Purnartha One Strategy
Add SchemeGrowth of ₹1 Crore
MoneyBee-QUEENBEE
Purnartha One 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%
−1.07%
6 Months
18.05%
4.90%
1 Year
−2.50%
8.20%
3 Years
11.39%
—
5 Years
20.90%
—
Since Inception
19.45%
8.35%
Fund Age
19 yrs 2 mo
2 yrs 11 mo
AUM
₹108.27 Cr
₹5.79 Cr
Alpha – 1 Year
−6.26%
1.34%
Alpha – 3 Years
0.49%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
31.36%
14.87%
Volatility – 3 Years
—
11.97%
Beta – 1 Year
1.61
1.50
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.11
0.25
Sharpe Ratio – 3 Years
—
0.34
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−10.35%
Recovery Period
—
92 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 23% · M 8% · S 15%
Number of Stocks
—
—
Portfolio P/E
—
20.01
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%
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%