Portfolio Management Services (PMS)Compare Schemes
MoneyBee-QUEENBEE vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
MoneyBee-QUEENBEE
Purnartha Pratham Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.65%
5.49%
6 Months
18.05%
9.46%
1 Year
−2.50%
17.52%
3 Years
11.39%
14.28%
5 Years
20.90%
9.02%
Since Inception
19.45%
12.49%
Fund Age
19 yrs 2 mo
5 yrs 11 mo
AUM
₹108.27 Cr
₹1,633.45 Cr
Alpha – 1 Year
−6.26%
12.80%
Alpha – 3 Years
0.49%
2.19%
Information Ratio – 3 Years
—
0.28
Volatility – 1 Year
31.36%
23.87%
Volatility – 3 Years
—
18.97%
Beta – 1 Year
1.61
1.12
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
-0.11
0.57
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
7.21%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−20.29%
Recovery Period
—
549 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 14% · M 11% · S 40%
Number of Stocks
—
—
Portfolio P/E
—
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables 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%