Portfolio Management Services (PMS)Compare Schemes
Clockvine Growth Fund vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Clockvine Growth Fund
Invesco - Challengers
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.26%
1.41%
6 Months
31.09%
13.18%
1 Year
27.02%
2.91%
3 Years
—
14.27%
5 Years
—
—
Since Inception
19.17%
11.83%
Fund Age
2 yrs 6 mo
4 yrs 11 mo
AUM
₹101.46 Cr
₹31.01 Cr
Alpha – 1 Year
22.30%
−1.81%
Alpha – 3 Years
—
2.18%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
22.17%
18.67%
Volatility – 3 Years
—
17.11%
Beta – 1 Year
1.05
0.97
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.95
-0.04
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
12.64%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−17.18%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.60%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 15% · M 19% · S 66%
L 37% · M 30% · S 33%
Number of Stocks
35
26
Portfolio P/E
51.64
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Healthcare · 23.25%
Consumer Services · 16.27%
Consumer Durables · 15.97%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—