- Manager
- Moneybee Securities
- Service
- Discretionary
- Asset class
- Equity
Queenbee
+1.82%
1-year return
Benchmark BSE500 −3.22% · to 30 Sep 2026
Moneybee Securities’ Queenbee returned 1.82% over the year to 30 Sep 2026, against −3.22% for its benchmark, the BSE500. It managed ₹111 crore across its clients.
Key numbers
- AUM
- ₹111 Cr
- Benchmark
- BSE500
- Turnover, past year
- 0.83×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500 | Difference |
|---|---|---|---|
| 1 month | +1.69% | −5.60% | +7.29% |
| 3 months | +5.52% | −3.88% | +9.40% |
| 6 months | +38.63% | +7.40% | +31.23% |
| 1 year | +1.82% | −3.22% | +5.04% |
| 2 years | −6.01% | −4.91% | −1.10% |
| 3 years | +11.38% | +8.04% | +3.34% |
| 4 years | +18.34% | +9.97% | +8.37% |
| 5 years | +20.06% | +7.62% | +12.44% |
| Since inception | +19.46% | +9.47% | +9.99% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity85.25%₹94.85 Cr
- Mutual funds9.36%₹10.41 Cr
- Cash and other5.39%₹6 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.90 Cr
- Outflow, Sep 2026
- ₹2.82 Cr
- Net, Sep 2026
- −₹1.92 Cr
- Net, FY to date
- ₹1.03 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 0.83×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Queenbee returned?
1.82% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 1.69%; 3 months: 5.52%; 6 months: 38.63%; 1 year: 1.82%; 2 years: −6.01%; 3 years: 11.38%; 4 years: 18.34%; 5 years: 20.06%; Since inception: 19.46%.
How has it done against its benchmark?
Its benchmark, the BSE500, returned −3.22% over the year, so the strategy was 5.04 percentage points ahead.
How much does Queenbee manage?
₹111 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Queenbee?
Moneybee Securities, a SEBI-registered portfolio manager (INP000001959), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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