Portfolio Management Services (PMS)Compare Schemes
Clockvine Growth Fund vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Clockvine Growth Fund
Systamatix - Dynamic Investment
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.26%
7.60%
6 Months
31.09%
26.61%
1 Year
27.02%
33.69%
3 Years
—
25.74%
5 Years
—
21.83%
Since Inception
19.17%
—
Fund Age
2 yrs 6 mo
8 yrs 4 mo
AUM
₹101.46 Cr
₹158.52 Cr
Alpha – 1 Year
22.30%
29.93%
Alpha – 3 Years
—
14.85%
Information Ratio – 3 Years
—
1.52
Volatility – 1 Year
22.17%
19.82%
Volatility – 3 Years
—
19.44%
Beta – 1 Year
1.05
1.03
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.95
1.29
Sharpe Ratio – 3 Years
—
1.16
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−17.18%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 15% · M 19% · S 66%
L 31% · M 28% · S 38%
Number of Stocks
35
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
Healthcare · 23.25%
Consumer Services · 16.27%
Consumer Durables · 15.97%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%