Portfolio Management Services (PMS)Compare Schemes
MoneyBee-QUEENBEE vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
MoneyBee-QUEENBEE
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.65%
1.73%
6 Months
18.05%
7.38%
1 Year
−2.50%
6.08%
3 Years
11.39%
8.22%
5 Years
20.90%
7.99%
Since Inception
19.45%
12.63%
Fund Age
19 yrs 2 mo
9 yrs 9 mo
AUM
₹108.27 Cr
₹145.75 Cr
Alpha – 1 Year
−6.26%
1.36%
Alpha – 3 Years
0.49%
−3.87%
Information Ratio – 3 Years
—
-0.60
Volatility – 1 Year
31.36%
20.08%
Volatility – 3 Years
—
16.27%
Beta – 1 Year
1.61
1.12
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-0.11
0.13
Sharpe Ratio – 3 Years
—
0.24
Worst Rolling Year
—
-1.76%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
—
−19.25%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
98.75%
Median Rolling Year
—
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 62% · M 20% · S 7%
Number of Stocks
—
25
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 · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%