Portfolio Management Services (PMS)Compare Schemes
Clockvine Growth Fund vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
Clockvine Growth Fund
Kotak Pioneer Model Strategy Aggressive
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%
1.96%
6 Months
31.09%
−0.83%
1 Year
27.02%
14.95%
3 Years
—
—
5 Years
—
—
Since Inception
19.17%
15.45%
Fund Age
2 yrs 6 mo
4 yrs 1 mo
AUM
₹101.46 Cr
₹67.74 Cr
Alpha – 1 Year
22.30%
8.24%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.30
Volatility – 1 Year
22.17%
16.48%
Volatility – 3 Years
—
12.47%
Beta – 1 Year
1.05
1.58
Beta – 3 Years
—
1.45
Sharpe Ratio – 1 Year
0.95
0.60
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
13.91%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−17.18%
−14.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.42%
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%
HDFC Flexi Cap Fund - Direct (G) · 16.48%
Kotak Flexi Cap Fund - Direct (G) · 13.26%
Kotak Quant Fund - Direct (G) · 12.39%
HDFC Large & Mid Cap Fund - Direct (G) · 9.96%
Kotak Active Momentum Fund - Direct (G) · 9.47%
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –