Portfolio Management Services (PMS)Compare Schemes
Clockvine Growth Fund vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Clockvine Growth Fund
Renaissance - Indianext Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.26%
2.69%
6 Months
31.09%
5.24%
1 Year
27.02%
2.85%
3 Years
—
13.52%
5 Years
—
17.79%
Since Inception
19.17%
13.89%
Fund Age
2 yrs 6 mo
8 yrs 4 mo
AUM
₹101.46 Cr
₹921.15 Cr
Alpha – 1 Year
22.30%
−1.87%
Alpha – 3 Years
—
1.43%
Information Ratio – 3 Years
—
0.23
Volatility – 1 Year
22.17%
18.02%
Volatility – 3 Years
—
16.70%
Beta – 1 Year
1.05
0.99
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.95
-0.03
Sharpe Ratio – 3 Years
—
0.54
Worst Rolling Year
—
-0.29%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−17.18%
−22.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
99.64%
Median Rolling Year
—
23.46%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 15% · M 19% · S 66%
L 34% · M 28% · S 35%
Number of Stocks
35
35
Portfolio P/E
51.64
24.73
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%
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
Healthcare · 23.25%
Consumer Services · 16.27%
Consumer Durables · 15.97%
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%