Portfolio Management Services (PMS)Compare Schemes
Clockvine Growth Fund vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Clockvine Growth Fund
Purnartha Pratham Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.26%
5.49%
6 Months
31.09%
9.46%
1 Year
27.02%
17.52%
3 Years
—
14.28%
5 Years
—
9.02%
Since Inception
19.17%
12.49%
Fund Age
2 yrs 6 mo
5 yrs 11 mo
AUM
₹101.46 Cr
₹1,633.45 Cr
Alpha – 1 Year
22.30%
12.80%
Alpha – 3 Years
—
2.19%
Information Ratio – 3 Years
—
0.28
Volatility – 1 Year
22.17%
23.87%
Volatility – 3 Years
—
18.97%
Beta – 1 Year
1.05
1.12
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.95
0.57
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
7.21%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−17.18%
−20.29%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 15% · M 19% · S 66%
L 14% · M 11% · S 40%
Number of Stocks
35
—
Portfolio P/E
51.64
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables 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%