Portfolio Management Services (PMS)Compare Schemes
Clockvine Growth Fund vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Clockvine Growth Fund
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.26%
3.74%
6 Months
31.09%
1.17%
1 Year
27.02%
15.87%
3 Years
—
19.02%
5 Years
—
—
Since Inception
19.17%
16.58%
Fund Age
2 yrs 6 mo
4 yrs 5 mo
AUM
₹101.46 Cr
₹72.15 Cr
Alpha – 1 Year
22.30%
8.33%
Alpha – 3 Years
—
7.76%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.17%
18.13%
Volatility – 3 Years
—
18.07%
Beta – 1 Year
1.05
1.41
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.95
0.61
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
15.14%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−17.18%
−22.14%
Recovery Period
Not yet recovered
301 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.99%
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
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%