Portfolio Management Services (PMS)Compare Schemes
MoneyBee-QUEENBEE vs Vallum Multi Activa Strategy
Add SchemeGrowth of ₹1 Crore
MoneyBee-QUEENBEE
Vallum Multi Activa Strategy
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 3.8%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.65%
1.82%
6 Months
18.05%
3.61%
1 Year
−2.50%
28.29%
3 Years
11.39%
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5 Years
20.90%
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Since Inception
19.45%
23.99%
Fund Age
19 yrs 2 mo
19 mo
AUM
₹108.27 Cr
₹14.97 Cr
Alpha – 1 Year
−6.26%
20.75%
Alpha – 3 Years
0.49%
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Information Ratio – 3 Years
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Volatility – 1 Year
31.36%
13.84%
Volatility – 3 Years
—
—
Beta – 1 Year
1.61
0.77
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.11
1.50
Sharpe Ratio – 3 Years
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Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−7.02%
Recovery Period
—
Not yet recovered
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
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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