Portfolio Management Services (PMS)Compare Schemes
MoneyBee-QUEENBEE vs Shree dynamic plan
Add SchemeGrowth of ₹1 Crore
MoneyBee-QUEENBEE
Shree dynamic plan
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 10.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.65%
1.81%
6 Months
18.05%
1.04%
1 Year
−2.50%
0.26%
3 Years
11.39%
5.24%
5 Years
20.90%
—
Since Inception
19.45%
8.72%
Fund Age
19 yrs 2 mo
3 yrs 3 mo
AUM
₹108.27 Cr
₹10.49 Cr
Alpha – 1 Year
−6.26%
−5.71%
Alpha – 3 Years
0.49%
−5.66%
Information Ratio – 3 Years
—
-0.42
Volatility – 1 Year
31.36%
12.03%
Volatility – 3 Years
—
9.92%
Beta – 1 Year
1.61
1.11
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
-0.11
-0.37
Sharpe Ratio – 3 Years
—
0.02
Worst Rolling Year
—
4.93%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
—
−12.18%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
6.41%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
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%
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%