Portfolio Management Services (PMS)Compare Schemes
Clockvine Growth Fund vs Merisis Catalyst Series 1
Add SchemeGrowth of ₹1 Crore
Clockvine Growth Fund
Merisis Catalyst Series 1
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%
−2.20%
6 Months
31.09%
9.62%
1 Year
27.02%
—
3 Years
—
—
5 Years
—
—
Since Inception
19.17%
3.28%
Fund Age
2 yrs 6 mo
9 mo
AUM
₹101.46 Cr
₹0.81 Cr
Alpha – 1 Year
22.30%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.17%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.05
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.95
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−17.18%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 15% · M 19% · S 66%
S 79%
Number of Stocks
35
8
Portfolio P/E
51.64
32.20
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%
Wockhardt Ltd · 14.44%
Ion Exchange (India) Ltd · 12.96%
Ramco Systems Ltd · 11.82%
Jubilant Ingrevia Ltd · 10.28%
Venkys (India) Ltd · 10.20%
Top Sectors
Healthcare · 23.25%
Consumer Services · 16.27%
Consumer Durables · 15.97%
Healthcare · 21.28%
Fast Moving Consumer Goods · 19.84%
Utilities · 12.96%
Fixed Fee
1.00% / yr
1.20% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 12%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%