Portfolio Management Services (PMS)Compare Schemes
MoneyBee-QUEENBEE vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
MoneyBee-QUEENBEE
TCG Transformative Growth Portfolio
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
Nifty 500 · 3.8%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.65%
2.52%
6 Months
18.05%
12.02%
1 Year
−2.50%
4.98%
3 Years
11.39%
—
5 Years
20.90%
—
Since Inception
19.45%
2.03%
Fund Age
19 yrs 2 mo
1 yr 10 mo
AUM
₹108.27 Cr
₹167.29 Cr
Alpha – 1 Year
−6.26%
0.26%
Alpha – 3 Years
0.49%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
31.36%
26.96%
Volatility – 3 Years
—
—
Beta – 1 Year
1.61
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.11
0.10
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−22.46%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 5% · S 94%
Number of Stocks
—
20
Portfolio P/E
—
37.20
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%
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
—
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 1.5% / 0%