Portfolio Management Services (PMS)Compare Schemes
MoneyBee-QUEENBEE vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
MoneyBee-QUEENBEE
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.65%
1.80%
6 Months
18.05%
2.80%
1 Year
−2.50%
4.89%
3 Years
11.39%
12.23%
5 Years
20.90%
10.64%
Since Inception
19.45%
8.93%
Fund Age
19 yrs 2 mo
12 yrs
AUM
₹108.27 Cr
₹134.76 Cr
Alpha – 1 Year
−6.26%
−1.08%
Alpha – 3 Years
0.49%
1.34%
Information Ratio – 3 Years
—
0.07
Volatility – 1 Year
31.36%
10.79%
Volatility – 3 Years
—
9.62%
Beta – 1 Year
1.61
1.04
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
-0.11
-0.01
Sharpe Ratio – 3 Years
—
0.69
Worst Rolling Year
—
0.05%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
—
−11.50%
Recovery Period
—
80 days
1-Year Rolling Windows Positive
—
99.79%
Median Rolling Year
—
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 50% · M 11% · S 8%
Number of Stocks
—
33
Portfolio P/E
—
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
—
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
1.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –