Portfolio Management Services (PMS)Compare Schemes
Clockvine Growth Fund vs Purnartha One Strategy
Add SchemeGrowth of ₹1 Crore
Clockvine Growth Fund
Purnartha One Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
4.26%
−1.07%
6 Months
31.09%
4.90%
1 Year
27.02%
8.20%
3 Years
—
—
5 Years
—
—
Since Inception
19.17%
8.35%
Fund Age
2 yrs 6 mo
2 yrs 11 mo
AUM
₹101.46 Cr
₹5.79 Cr
Alpha – 1 Year
22.30%
1.34%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.17%
14.87%
Volatility – 3 Years
—
11.97%
Beta – 1 Year
1.05
1.50
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.95
0.25
Sharpe Ratio – 3 Years
—
0.34
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−17.18%
−10.35%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 15% · M 19% · S 66%
L 23% · M 8% · S 15%
Number of Stocks
35
—
Portfolio P/E
51.64
20.01
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%
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge Ltd · 0.00%
Top Sectors
Healthcare · 23.25%
Consumer Services · 16.27%
Consumer Durables · 15.97%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%