Portfolio Management Services (PMS)Compare Schemes
Clockvine Growth Fund vs Equitree - Emerging Opportunities
Add SchemeGrowth of ₹1 Crore
Clockvine Growth Fund
Equitree - Emerging Opportunities
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.26%
−3.81%
6 Months
31.09%
10.86%
1 Year
27.02%
−4.49%
3 Years
—
22.00%
5 Years
—
21.09%
Since Inception
19.17%
7.35%
Fund Age
2 yrs 6 mo
8 yrs 9 mo
AUM
₹101.46 Cr
₹1,454.75 Cr
Alpha – 1 Year
22.30%
−7.47%
Alpha – 3 Years
—
10.11%
Information Ratio – 3 Years
—
0.32
Volatility – 1 Year
22.17%
31.30%
Volatility – 3 Years
—
27.30%
Beta – 1 Year
1.05
1.42
Beta – 3 Years
—
1.22
Sharpe Ratio – 1 Year
0.95
-0.18
Sharpe Ratio – 3 Years
—
0.66
Worst Rolling Year
—
-30.88%
Value at Worst Rolling Year
—
₹0.69 Cr
Deepest Drawdown
−17.18%
−34.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
83.55%
Median Rolling Year
—
31.74%
5-Year Rolling Windows Positive
—
82.61%
Market-Cap Mix
L 15% · M 19% · S 66%
L 0% · S 88%
Number of Stocks
35
—
Portfolio P/E
51.64
—
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 · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
Top Sectors
Healthcare · 23.25%
Consumer Services · 16.27%
Consumer Durables · 15.97%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%