Portfolio Management Services (PMS)Compare Schemes
Clockvine Growth Fund vs Incred Focused Healthcare Portfolio
Add SchemeGrowth of ₹1 Crore
Clockvine Growth Fund
Incred Focused Healthcare Portfolio
Return for the risk
3 yrs return
25%
30%
35%
40%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.26%
4.05%
6 Months
31.09%
6.73%
1 Year
27.02%
−2.26%
3 Years
—
32.06%
5 Years
—
—
Since Inception
19.17%
37.04%
Fund Age
2 yrs 6 mo
3 yrs
AUM
₹101.46 Cr
₹174.65 Cr
Alpha – 1 Year
22.30%
−5.24%
Alpha – 3 Years
—
20.17%
Information Ratio – 3 Years
—
0.81
Volatility – 1 Year
22.17%
26.32%
Volatility – 3 Years
—
22.60%
Beta – 1 Year
1.05
1.14
Beta – 3 Years
—
0.69
Sharpe Ratio – 1 Year
0.95
-0.17
Sharpe Ratio – 3 Years
—
1.11
Worst Rolling Year
—
32.07%
Value at Worst Rolling Year
—
₹1.32 Cr
Deepest Drawdown
−17.18%
−30.55%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
33.22%
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
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%