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Clockvine Growth Fund vs Prabhudas Lilladher - Elevate
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Clockvine Growth Fund
Prabhudas Lilladher - Elevate
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Growth of
₹1 Crore
Clockvine Growth Fund
Prabhudas Lilladher - Elevate
Since Inception
3Y
1Y
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
Clockvine Growth Fund
27% • vol 22.2%
Prabhudas Lilladher - Elevate
30.5% • vol 21.5%
10%
20%
30%
Volatility • 1 yr deviation
Overview
1 Month
4.26%
18.21%
6 Months
31.09%
19.98%
1 Year
27.02%
30.53%
3 Years
—
—
5 Years
—
—
Since Inception
19.17%
18.35%
Fund Age
2 yrs 6 mo
2 yrs 8 mo
AUM
₹101.46 Cr
—
Outerperformance
Alpha – 1 Year
22.30%
26.89%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Risk Ratios
Volatility – 1 Year
22.17%
21.52%
Volatility – 3 Years
—
—
Beta – 1 Year
1.05
0.71
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.95
1.10
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−17.18%
−15.37%
Recovery Period
Not yet recovered
Not yet recovered
Consistency
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Portfolio
Market-Cap Mix
L 15% · M 19% · S 66%
L 6% · M 16% · S 54%
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%
Hindustan Copper Ltd · 7.55%
Jayaswal Neco Industries Ltd · 6.33%
KIOCL Ltd · 5.78%
Borosil Renewables Ltd · 5.18%
Ram Ratna Wires Ltd · 5.13%
Top Sectors
Healthcare · 23.25%
Consumer Services · 16.27%
Consumer Durables · 15.97%
—
Fees
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%
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