Portfolio Management Services (PMS)Compare Schemes
MoneyBee-QUEENBEE vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
MoneyBee-QUEENBEE
Tamohara - Q Strategy
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%
−0.46%
6 Months
18.05%
6.77%
1 Year
−2.50%
7.38%
3 Years
11.39%
9.03%
5 Years
20.90%
—
Since Inception
19.45%
10.29%
Fund Age
19 yrs 2 mo
4 yrs 2 mo
AUM
₹108.27 Cr
₹9.69 Cr
Alpha – 1 Year
−6.26%
7.73%
Alpha – 3 Years
0.49%
0.04%
Information Ratio – 3 Years
—
0.09
Volatility – 1 Year
31.36%
17.08%
Volatility – 3 Years
—
16.18%
Beta – 1 Year
1.61
0.95
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
-0.11
0.20
Sharpe Ratio – 3 Years
—
0.33
Worst Rolling Year
—
7.39%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−24.88%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.85%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 41% · M 53%
Number of Stocks
—
22
Portfolio P/E
—
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
—
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –