Portfolio Management Services (PMS)Compare Schemes
MoneyBee-QUEENBEE vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
MoneyBee-QUEENBEE
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.65%
11.42%
6 Months
18.05%
35.03%
1 Year
−2.50%
37.21%
3 Years
11.39%
27.05%
5 Years
20.90%
21.76%
Since Inception
19.45%
19.33%
Fund Age
19 yrs 2 mo
6 yrs 10 mo
AUM
₹108.27 Cr
₹2,975 Cr
Alpha – 1 Year
−6.26%
23.77%
Alpha – 3 Years
0.49%
6.78%
Information Ratio – 3 Years
—
5.24
Volatility – 1 Year
31.36%
18.59%
Volatility – 3 Years
—
19.39%
Beta – 1 Year
1.61
1.23
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
-0.11
1.44
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
-6.18%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
92.59%
Median Rolling Year
—
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
14
Portfolio P/E
—
25.70
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%
—
Top Sectors
—
—
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%