Portfolio Management Services (PMS)Compare Schemes
Clockvine Growth Fund vs Maximal Income Fund
Add SchemeGrowth of ₹1 Crore
Clockvine Growth Fund
Maximal Income Fund
Return for the risk
3 yrs return
15%
20%
25%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
4.26%
1.24%
6 Months
31.09%
7.09%
1 Year
27.02%
17.57%
3 Years
—
20.39%
5 Years
—
—
Since Inception
19.17%
19.75%
Fund Age
2 yrs 6 mo
4 yrs 2 mo
AUM
₹101.46 Cr
₹49.8 Cr
Alpha – 1 Year
22.30%
16.32%
Alpha – 3 Years
—
14.92%
Information Ratio – 3 Years
—
1.66
Volatility – 1 Year
22.17%
7.36%
Volatility – 3 Years
—
8.69%
Beta – 1 Year
1.05
1.50
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.95
1.55
Sharpe Ratio – 3 Years
—
1.63
Worst Rolling Year
—
18.51%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−17.18%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.68%
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
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 15%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%