Portfolio Management Services (PMS)Compare Schemes
MoneyBee-QUEENBEE vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
MoneyBee-QUEENBEE
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 10.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.65%
1.47%
6 Months
18.05%
5.42%
1 Year
−2.50%
9.64%
3 Years
11.39%
10.36%
5 Years
20.90%
7.75%
Since Inception
19.45%
11.08%
Fund Age
19 yrs 2 mo
9 yrs 11 mo
AUM
₹108.27 Cr
₹66.05 Cr
Alpha – 1 Year
−6.26%
9.99%
Alpha – 3 Years
0.49%
1.36%
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
31.36%
17.05%
Volatility – 3 Years
—
14.23%
Beta – 1 Year
1.61
1.05
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-0.11
0.31
Sharpe Ratio – 3 Years
—
0.40
Worst Rolling Year
—
0.57%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
—
−17.08%
Recovery Period
—
233 days
1-Year Rolling Windows Positive
—
99.96%
Median Rolling Year
—
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 84% · M 12%
Number of Stocks
—
23
Portfolio P/E
—
—
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
—
—
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—