Portfolio Management Services (PMS)Compare Schemes
Clearview Long Term Partners Fund vs INVESQ MULTICAP OPPORTUNITIES PORTFOLIO
Add SchemeReturn for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.26%
1.52%
6 Months
25.12%
17.08%
1 Year
25.00%
3.81%
3 Years
—
—
5 Years
—
—
Since Inception
19.44%
7.25%
Fund Age
1 yr 10 mo
2 yrs 4 mo
AUM
₹50.95 Cr
₹129.96 Cr
Alpha – 1 Year
20.28%
−0.91%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
23.93%
22.22%
Volatility – 3 Years
—
—
Beta – 1 Year
1.23
1.11
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.83
0.03
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
33
Portfolio P/E
—
36.26
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
3.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%