Portfolio Management Services (PMS)Compare Schemes
Clockvine Growth Fund vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Clockvine Growth Fund
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Clockvine Growth Fund
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.26%
12.27%
6 Months
31.09%
−1.13%
1 Year
27.02%
6.59%
3 Years
—
20.44%
5 Years
—
16.17%
Since Inception
19.17%
13.07%
Fund Age
2 yrs 6 mo
15 yrs 3 mo
AUM
₹101.46 Cr
—
Alpha – 1 Year
22.30%
6.87%
Alpha – 3 Years
—
9.23%
Information Ratio – 3 Years
—
1.61
Volatility – 1 Year
22.17%
20.58%
Volatility – 3 Years
—
16.59%
Beta – 1 Year
1.05
1.21
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.95
0.15
Sharpe Ratio – 3 Years
—
0.90
Worst Rolling Year
—
13.98%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−17.18%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 15% · M 19% · S 66%
L 73% · M 20% · S 7%
Number of Stocks
35
23
Portfolio P/E
51.64
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Healthcare · 23.25%
Consumer Services · 16.27%
Consumer Durables · 15.97%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1.5% / 1% / 0.5%