Portfolio Management Services (PMS)Compare Schemes
Clockvine Growth Fund vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Clockvine Growth Fund
SageOne - Core Portfolio
Return for the risk
3 yrs return
20%
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.26%
11.42%
6 Months
31.09%
35.03%
1 Year
27.02%
37.21%
3 Years
—
27.05%
5 Years
—
21.76%
Since Inception
19.17%
19.33%
Fund Age
2 yrs 6 mo
6 yrs 10 mo
AUM
₹101.46 Cr
₹2,975 Cr
Alpha – 1 Year
22.30%
23.77%
Alpha – 3 Years
—
6.78%
Information Ratio – 3 Years
—
5.24
Volatility – 1 Year
22.17%
18.59%
Volatility – 3 Years
—
19.39%
Beta – 1 Year
1.05
1.23
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.95
1.44
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
-6.18%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−17.18%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
92.59%
Median Rolling Year
—
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 15% · M 19% · S 66%
—
Number of Stocks
35
14
Portfolio P/E
51.64
25.70
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
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%