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MoneyBee-QUEENBEE vs Svobodha AD-ASTRA

MoneyBee-QUEENBEE

Svobodha AD-ASTRA

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Return for the risk

1 yr return

-10%

-5%

10%

Nifty 500 · 3.8%

MoneyBee-QUEENBEE

-2.5% • vol 31.4%

Svobodha AD-ASTRA

0.1% • vol 20.6%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

1.65%

0.01%

6 Months

18.05%

7.77%

1 Year

−2.50%

0.09%

3 Years

11.39%

—

5 Years

20.90%

—

Since Inception

19.45%

7.20%

Fund Age

19 yrs 2 mo

3 yrs

AUM

₹108.27 Cr

₹22.71 Cr

Alpha – 1 Year

−6.26%

−4.63%

Alpha – 3 Years

0.49%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

31.36%

20.61%

Volatility – 3 Years

—

Beta – 1 Year

1.61

1.11

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.11

-0.14

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

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

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

3% / 2% / 1%

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