Portfolio Management Services (PMS)Compare Schemes
MoneyBee-QUEENBEE vs SBI AEON ALPHA PMS
Add SchemeReturn 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%
0.41%
6 Months
18.05%
20.81%
1 Year
−2.50%
15.63%
3 Years
11.39%
13.76%
5 Years
20.90%
—
Since Inception
19.45%
14.77%
Fund Age
19 yrs 2 mo
4 yrs 6 mo
AUM
₹108.27 Cr
₹751.68 Cr
Alpha – 1 Year
−6.26%
16.06%
Alpha – 3 Years
0.49%
5.19%
Information Ratio – 3 Years
—
0.25
Volatility – 1 Year
31.36%
18.90%
Volatility – 3 Years
—
16.75%
Beta – 1 Year
1.61
0.89
Beta – 3 Years
—
0.79
Sharpe Ratio – 1 Year
-0.11
0.57
Sharpe Ratio – 3 Years
—
0.53
Worst Rolling Year
—
13.60%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
—
−21.60%
Recovery Period
—
476 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.94%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 16% · M 11% · S 70%
Number of Stocks
—
—
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
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%
1% / 0% / 0%