Portfolio Management Services (PMS)Compare Schemes
MoneyBee-QUEENBEE vs SHREE SMART MARKET PLAN
Add SchemeGrowth of ₹1 Crore
MoneyBee-QUEENBEE
SHREE SMART MARKET PLAN
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 10.9%
10%
20%
30%
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%
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Since Inception
19.45%
8.72%
Fund Age
19 yrs 2 mo
4 yrs 3 mo
AUM
₹108.27 Cr
₹53.49 Cr
Alpha – 1 Year
−6.26%
0.69%
Alpha – 3 Years
0.49%
−3.33%
Information Ratio – 3 Years
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Volatility – 1 Year
31.36%
17.93%
Volatility – 3 Years
—
23.60%
Beta – 1 Year
1.61
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.11
0.06
Sharpe Ratio – 3 Years
—
0.67
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−13.25%
Recovery Period
—
92 days
1-Year Rolling Windows Positive
—
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
—
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Portfolio P/E
—
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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%
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Top Sectors
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Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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