Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs Clockvine Growth Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
Clockvine Growth Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.69%
4.26%
6 Months
5.44%
31.09%
1 Year
8.55%
27.02%
3 Years
—
—
5 Years
—
—
Since Inception
13.60%
19.17%
Fund Age
2 yrs 9 mo
2 yrs 6 mo
AUM
₹1.41 Cr
₹101.46 Cr
Alpha – 1 Year
3.83%
22.30%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.87%
22.17%
Volatility – 3 Years
—
—
Beta – 1 Year
1.03
1.05
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
0.95
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.69%
−17.18%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 15% · M 19% · S 66%
Number of Stocks
14
35
Portfolio P/E
—
51.64
Top 5 Holdings
Quant Large Cap Fund - Direct (G) · 9.92%
DSP Large & Mid Cap Fund - Direct (G) · 9.68%
HDFC Flexi Cap Fund - Direct (G) · 8.28%
Invesco India Smal Cap Fund - Direct (G) · 7.47%
ICICI Pru Dividend Yield Fund - Direct (G) · 7.26%
Thangamayil Jewellery Ltd · 9.63%
Radico Khaitan Ltd · 7.83%
S J S Enterprises Ltd · 7.39%
Rashi Peripherals Ltd · 5.69%
Neuland Laboratories Ltd · 4.81%
Top Sectors
—
Healthcare · 23.25%
Consumer Services · 16.27%
Consumer Durables · 15.97%
Fixed Fee
1.10% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%