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Performance
Moneybee PMS and the Flyingbee Investment Fund, period by period, against their benchmarks.
PMS
PMS Performance
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As of 31 July 2026
1 Month
S&P BSE 500 TRI +2.02%
+2.08%
3 Months
S&P BSE 500 TRI +3.29%
+8.44%
6 Months
S&P BSE 500 TRI +1.38%
+13.63%
1 Year
S&P BSE 500 TRI +1.95%
-7.45%
2 Years
S&P BSE 500 TRI N/A
Moneybee PMS N/A
3 Years
S&P BSE 500 TRI +10.67%
+13.96%
5 Years
S&P BSE 500 TRI +11.01%
+19.79%
Since Inception
S&P BSE 500 TRI +9.90%
+19.44%
| Period | Moneybee PMS | S&P BSE 500 TRI |
|---|---|---|
| 1 Month | +2.08% | +2.02% |
| 3 Months | +8.44% | +3.29% |
| 6 Months | +13.63% | +1.38% |
| 1 Year | -7.45% | +1.95% |
| 2 Years | N/A | N/A |
| 3 Years | +13.96% | +10.67% |
| 5 Years | +19.79% | +11.01% |
| Since Inception | +19.44% | +9.90% |
Wealth growth
Wealth Growth
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As of 31 July 2026
Rs. 1 Mn
Invested
Aug 2007
Rs. 5.97 Mn
S&P BSE 500 TRI
Jul 2026
Rs. 1 Mn
Invested
Aug 2007
Rs. 28.85 Mn
Moneybee PMS
Jul 2026
Rs. 1 Mn
Invested
Aug 2007
Rs. 5.97 Mn
S&P BSE 500 TRI
Jul 2026
Rs. 1 Mn
Invested
Aug 2007
Rs. 28.85 Mn
Moneybee PMS
Jul 2026
AIF
AIF Performance
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As of 31 July 2026
3 Months
S&P BSE 500 +3.29%
+11.08%
6 Months
S&P BSE 500 +1.38%
+23.20%
1 Year
S&P BSE 500 N/A
Flyingbee Investment Fund N/A
3 Years
S&P BSE 500 N/A
Flyingbee Investment Fund N/A
5 Years
S&P BSE 500 N/A
Flyingbee Investment Fund N/A
| Period | Flyingbee Investment Fund | S&P BSE 500 |
|---|---|---|
| 3 Months | +11.08% | +3.29% |
| 6 Months | +23.20% | +1.38% |
| 1 Year | N/A | N/A |
| 3 Years | N/A | N/A |
| 5 Years | N/A | N/A |
Methodology
Methodology and Disclaimer
As of 31 July 2026
Returns over 1 year period are calculated using a Time Weighted Rate of Return (TWRR) method, returns are adjusted for inflows/ outflows and are after expenses as of 31 July 2026. Please note that the performance of an individual portfolio may vary from that of other investors and that generated by the Investment Approach across all investors because of timing of inflows and outflows of funds or difference in the portfolio composition because of restrictions and other constraints. Performance-related information provided herein is not verified by the regulator.
Past performance may or may not be sustained in the future. Past performance does not guarantee future performance.
Enquiry
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