Portfolio Management Services (PMS)Compare Schemes
Clockvine Growth Fund vs HDFC India Ascent Portfolio - DPMS
Add SchemeGrowth of ₹1 Crore
Clockvine Growth Fund
HDFC India Ascent Portfolio - DPMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.26%
−1.07%
6 Months
31.09%
1.78%
1 Year
27.02%
5.40%
3 Years
—
8.85%
5 Years
—
—
Since Inception
19.17%
10.06%
Fund Age
2 yrs 6 mo
3 yrs 2 mo
AUM
₹101.46 Cr
₹6 Cr
Alpha – 1 Year
22.30%
0.68%
Alpha – 3 Years
—
−3.24%
Information Ratio – 3 Years
—
-0.36
Volatility – 1 Year
22.17%
19.91%
Volatility – 3 Years
—
17.03%
Beta – 1 Year
1.05
1.12
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.95
0.09
Sharpe Ratio – 3 Years
—
0.27
Worst Rolling Year
—
8.77%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−17.18%
−18.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
10.14%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 15% · M 19% · S 66%
—
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%
—
Top Sectors
Healthcare · 23.25%
Consumer Services · 16.27%
Consumer Durables · 15.97%
—
Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—