Portfolio Management Services (PMS)Compare Schemes
Clockvine Growth Fund vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
Clockvine Growth Fund
Marcellus -MeritorQ - PMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.26%
3.04%
6 Months
31.09%
5.19%
1 Year
27.02%
−0.45%
3 Years
—
11.72%
5 Years
—
—
Since Inception
19.17%
12.62%
Fund Age
2 yrs 6 mo
3 yrs 8 mo
AUM
₹101.46 Cr
₹42.96 Cr
Alpha – 1 Year
22.30%
−3.43%
Alpha – 3 Years
—
−0.17%
Information Ratio – 3 Years
—
-0.16
Volatility – 1 Year
22.17%
16.93%
Volatility – 3 Years
—
15.20%
Beta – 1 Year
1.05
0.92
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.95
-0.27
Sharpe Ratio – 3 Years
—
0.45
Worst Rolling Year
—
11.64%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−17.18%
−20.38%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.01%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 15% · M 19% · S 66%
L 39% · M 39% · S 22%
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%
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
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%
0% / 0% / 0%