Portfolio Management Services (PMS)Compare Schemes
Clockvine Growth Fund vs Sincere - Metamorphosis Fund
Add SchemeGrowth of ₹1 Crore
Clockvine Growth Fund
Sincere - Metamorphosis Fund
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.26%
7.54%
6 Months
31.09%
15.73%
1 Year
27.02%
16.44%
3 Years
—
11.28%
5 Years
—
—
Since Inception
19.17%
12.80%
Fund Age
2 yrs 6 mo
3 yrs 3 mo
AUM
₹101.46 Cr
₹337.26 Cr
Alpha – 1 Year
22.30%
11.72%
Alpha – 3 Years
—
−0.81%
Information Ratio – 3 Years
—
-0.07
Volatility – 1 Year
22.17%
22.40%
Volatility – 3 Years
—
20.08%
Beta – 1 Year
1.05
1.19
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
0.95
0.55
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
9.11%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−17.18%
−28.19%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
10.48%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 15% · M 19% · S 66%
—
Number of Stocks
35
—
Portfolio P/E
51.64
—
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
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%