Portfolio Management Services (PMS)Compare Schemes
Clockvine Growth Fund vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Clockvine Growth Fund
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.26%
10.24%
6 Months
31.09%
31.65%
1 Year
27.02%
26.47%
3 Years
—
18.72%
5 Years
—
16.28%
Since Inception
19.17%
14.51%
Fund Age
2 yrs 6 mo
10 yrs 10 mo
AUM
₹101.46 Cr
₹423.36 Cr
Alpha – 1 Year
22.30%
21.75%
Alpha – 3 Years
—
6.63%
Information Ratio – 3 Years
—
0.36
Volatility – 1 Year
22.17%
28.25%
Volatility – 3 Years
—
24.90%
Beta – 1 Year
1.05
1.32
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.95
0.78
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
-5.98%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−17.18%
−31.67%
Recovery Period
Not yet recovered
492 days
1-Year Rolling Windows Positive
—
86.69%
Median Rolling Year
—
14.66%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 15% · M 19% · S 66%
L 12% · M 6% · S 82%
Number of Stocks
35
62
Portfolio P/E
51.64
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Healthcare · 23.25%
Consumer Services · 16.27%
Consumer Durables · 15.97%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%