Portfolio Management Services (PMS)Compare Schemes
Clockvine Growth Fund vs Equentis Multi-Cap Portfolio
Add SchemeGrowth of ₹1 Crore
Clockvine Growth Fund
Equentis Multi-Cap Portfolio
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
4.26%
1.89%
6 Months
31.09%
6.49%
1 Year
27.02%
7.74%
3 Years
—
—
5 Years
—
—
Since Inception
19.17%
3.50%
Fund Age
2 yrs 6 mo
18 mo
AUM
₹101.46 Cr
₹90.44 Cr
Alpha – 1 Year
22.30%
8.09%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.17%
16.04%
Volatility – 3 Years
—
—
Beta – 1 Year
1.05
0.97
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.95
0.21
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−17.18%
−13.86%
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%
L 40% · M 23% · S 27%
Number of Stocks
35
110
Portfolio P/E
51.64
36.94
Top 5 Holdings
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%
Cash & Cash Equivalent · 7.82%
State Bank of India · 3.75%
ICICI Bank Ltd · 3.24%
SBI Funds Management Ltd · 3.19%
Nippon India ETF Nifty PSU Bank BeES · 3.14%
Top Sectors
Healthcare · 23.25%
Consumer Services · 16.27%
Consumer Durables · 15.97%
Financial Services · 32.15%
Healthcare · 9.55%
Consumer Services · 8.50%
Fixed Fee
1.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%