Portfolio Management Services (PMS)Compare Schemes
MoneyBee-QUEENBEE vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
MoneyBee-QUEENBEE
Wave-Bloom
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
Nifty 500 · 3.8%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.65%
−0.67%
6 Months
18.05%
−7.55%
1 Year
−2.50%
0.34%
3 Years
11.39%
—
5 Years
20.90%
—
Since Inception
19.45%
12.70%
Fund Age
19 yrs 2 mo
2 yrs 3 mo
AUM
₹108.27 Cr
₹7.52 Cr
Alpha – 1 Year
−6.26%
−2.64%
Alpha – 3 Years
0.49%
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Information Ratio – 3 Years
—
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Volatility – 1 Year
31.36%
8.98%
Volatility – 3 Years
—
—
Beta – 1 Year
1.61
0.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.11
-0.50
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−10.25%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
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Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 71% · M 18% · S 10%
Number of Stocks
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10
Portfolio P/E
—
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
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Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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