ZFunds
For Experts
About Us
Contact Us
Start a Conversation
Portfolio Management Services (PMS)
Compare Schemes
Clearview Long Term Partners Fund vs Prudent Equity Growth Strategy
Benchmark
Download PDF
Clearview Long Term Partners Fund
Prudent Equity Growth Strategy
Add Scheme
Growth of
₹1 Crore
Clearview Long Term Partners Fund
Prudent Equity Growth Strategy
Since Inception
1Y
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 4.7%
Clearview Long Term Partners Fund
25% • vol 23.9%
Prudent Equity Growth Strategy
3.9% • vol 22%
10%
20%
30%
Volatility • 1 yr deviation
Overview
1 Month
2.26%
−2.67%
6 Months
25.12%
4.01%
1 Year
25.00%
3.88%
3 Years
—
—
5 Years
—
—
Since Inception
19.44%
−1.21%
Fund Age
1 yr 10 mo
2 yrs 1 mo
AUM
₹50.95 Cr
₹29.71 Cr
Outerperformance
Alpha – 1 Year
20.28%
−0.84%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Risk Ratios
Volatility – 1 Year
23.93%
22.02%
Volatility – 3 Years
—
—
Beta – 1 Year
1.23
1.16
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
—
−15.04%
Recovery Period
—
Not yet recovered
Consistency
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Portfolio
Market-Cap Mix
—
M 9% · S 73%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fees
Fixed Fee
3.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 0% / 0%
Let's start a
conversation
Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.
Start a conversation
Share a few details and an expert will reach out.
Zoom Call
Get a Call
Proceed
We will only use these details to contact you about this enquiry. No spam.