The objective of the Plan is to generate capital appreciation in the medium to long term perspective through investments mainly in equities and equity related instruments. The portfolio will comprise of not more than 25 stocks. The Plan may invest in unlisted securities or pre Initial public offerings limiting the investment in such unlisted securities to not more than 5% of portfolio value at the time of investment.
The objective of the Plan is to generate capital appreciation in the medium to long term perspective through investments mainly in equities and equity related instruments. The portfolio will comprise of not more than 25 stocks. The Plan may invest in unlisted securities or pre Initial public offerings limiting the investment in such unlisted securities to not more than 5% of portfolio value at the time of investment.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -2.99% | -0.25% | -2.74% |
| 3 MONTHS | -4.48% | 4.83% | -9.31% |
| 6 MONTHS | -9.96% | 1.07% | -11.03% |
| 1 YEAR | -22.97% | 6.83% | -29.80% |
| 2 YEAR | 7.63% | 10.40% | -2.77% |
| 3 YEAR | 21.63% | 15.02% | 6.61% |
| 5 YEAR | 36.51% | 15.39% | 21.12% |
| SINCE INCEPTION | 19.91% | 10.35% | 9.56% |
| Year | Return |
|---|---|
| CY 2025 | -22.97% |
| Year | Return |
|---|---|
| FY 26_YTD | -0.20% |
| FY 25 | 3.23% |
Past performance is not indicative of future results. Returns are subject to market risks.
Founder
The founder, Dhiren Shah, started as a sub-broker in the Equity Market. After fourteen years of successful operations in all areas of the Capital Market, Moneybee Securities Private Limited buzzed out. Moneybee is an emerging Investment Advisory company managing assets for its corporate and private clients worldwide.
AMC: 1%
AMC: 2%
Hurdle: 0%
Profit Sharing: 20%
* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
