Portfolio Management Services (PMS)Compare Schemes
MoneyBee-QUEENBEE vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
MoneyBee-QUEENBEE
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.65%
4.79%
6 Months
18.05%
13.10%
1 Year
−2.50%
18.11%
3 Years
11.39%
14.56%
5 Years
20.90%
8.71%
Since Inception
19.45%
13.67%
Fund Age
19 yrs 2 mo
11 yrs 2 mo
AUM
₹108.27 Cr
₹138.06 Cr
Alpha – 1 Year
−6.26%
18.46%
Alpha – 3 Years
0.49%
5.57%
Information Ratio – 3 Years
—
0.62
Volatility – 1 Year
31.36%
22.83%
Volatility – 3 Years
—
16.72%
Beta – 1 Year
1.61
1.29
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-0.11
0.61
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
-8.44%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
—
−17.10%
Recovery Period
—
115 days
1-Year Rolling Windows Positive
—
92.53%
Median Rolling Year
—
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 38% · M 14% · S 45%
Number of Stocks
—
18
Portfolio P/E
—
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%